Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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| Issues | 230 | Founded | 3 years ago | Last Issue | 9 days ago |
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[Update]: There are changes coming within the OTAs but I doubt there will be much without
A few notes from the other side.
I wrote up a few details on the nature and character of the two scaled OTA’s earlier this year. I spent nearly 6 years working in the industry, and I had a few insights which are generally missed by those o...
[Update]: Automatic Bank Services (SHVA.TA) Major Pricing Update
Finally.
I mentioned some important updates in the last piece of this series below:
[Update]: Autodesk's Channel Transition Continues
Another strange turn on the road to normality RWWI
Autodesk (ADSK) reported Q1 earnings yesterday (earlier today for me), and they rounded out a lot of the colour that we have been able to gleam from how the transaction model transition is...
[Research] The Business of Running a Stablecoin: $CRCL Part II
The Business Model, Distribution Channels, and Prospects
In the last part of this series, I covered some of the history of the two largest issuers of stablecoins, their use cases, and how the model overall has begun interacting with regula...
[Research] The Business of Running a Stablecoin: $CRCL Part I
Stablecoins, financialisaton, the GENIUS Act
“So first and foremost, USDC as a stablecoin network is a market-neutral infrastructure, which many, many different types of companies are building on top of, whether those are capital markets f...
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