Research Archive
Memos & papers
gSPEED: the first memecoin with a floor under it
Every SPEED token before this one is now worth a rounding error. gSPEED is different — each token is a fractional claim on a real, vaulted iShowSpeed PSA 10. A meme with a redemption floor.
How Prediction Markets Actually Work
Every prediction market runs on one of five mechanisms. Most builders picked the wrong one. Here is each machine, in plain terms and then in math.
gMJ: The holy grail of sports cards is on-chain and underpriced
The most iconic trading card ever printed now trades like a token 24 hours a day on Uniswap — and it sits at a 5–7% discount to its real-world price.
Locked In: Why Sports Collectibles Need New Rails
The sports collectibles market is $12 billion, growing fast, and almost entirely illiquid. Tokenization is the obvious fix.
Why sports represent ~70% of prediction market volume ?
On liquidity concentration, retail psychology, and the structural inevitability of sports as the dominant prediction category.
Move is quietly becoming the language Wall Street trusts with real money
On formal verification, institutional risk tolerance, and why the most boring programming language decision turns out to matter enormously.
Decentralized GPU networks in AI: an accessible guide
A first-principles examination of distributed compute networks, their economic models, and why most will not survive contact with hyperscaler pricing.
Hyperliquid Triumph: 0 → 1
How a team of ex-HFT traders built the dominant on-chain derivatives exchange from scratch — and what it means for the future of DeFi.
Beyond Elections: The Evolution and Future of Prediction Markets
A structural breakdown of prediction market mechanics — players, liquidity models, demand-side leaks, and what sustains activity beyond the election rally.
