Finance
IPO Pivot
The AI pivot before IPO is now a pricing signal. It can add multiple turns of revenue to a deal,…
26 Jun 2026
5 min read
Category
Category: Finance
Market analysis, macro trends, capital markets, and financial strategy — by Alex Voss
Finance
The Divergence Trade
For the next 36 months, the market’s main trade is divergence: own the 20 to 30 companies with AI infrastructure,…
26 Jun 2026
5 min read
Finance
The $240 Billion Question: Can RWAs Keep Crypto Liquidity in the Ecosystem?
SpaceX, OpenAI, and Anthropic are set to absorb over $240 billion in retail capital. RWAs might be the only structure…
10 Jun 2026
3 min read
Finance
RWA Lending Is Splitting DeFi Into Two Markets. That Is Healthy.
Tokenized treasuries are creating a two-tier lending market.
7 Jun 2026
3 min read
Finance
The SpaceX IPO Did Not Drain Crypto. Here Is What Actually Happened.
Analysts projected $50 billion in crypto liquidations. The data tells a more measured story.
6 Jun 2026
3 min read
Artificial Intelligence
The $2 Trillion Pivot
Sam Altman warned AI would destroy jobs. Then OpenAI filed its S-1. The narrative flipped overnight. The same thing happened…
5 Jun 2026
6 min read
Finance
The Divergence Trade: $2 Billion Left Crypto Blue Chips in May. Where Did It Go?
Over ten trading days, $2 billion exited spot Bitcoin and Ethereum ETFs. But XRP funds gained $35 million. Institutional money…
2 Jun 2026
4 min read
Finance
The Prediction Market Signal: What Polymarket Is Telling Markets That Bloomberg Isn’t
There is a class of financial instrument that accurately priced Trump's 2024 victory eight weeks before most swing-state polls moved.…
24 May 2026
2 min read