// QUANTITATIVE RESEARCH · AI · MARKETS
Notes on AI, quantitative trading and financial technology — written from the trenches, not the sidelines.
2026.07.17 // DIGITAL ASSETS // 4 MIN
A $322B market cap, on-chain volumes rivaling Visa, and tokenized Treasuries at their 10th consecutive monthly record. The most underpriced infrastructure story of 2026—in three charts.
→
2026.07.17 // AI & MARKETS // 4 MIN
Four companies will spend more on AI infrastructure in 2026 than most countries spend on everything. The money is real. The revenue is projected. The deals are circular. Three charts on the most crowded trade on Earth.
→