Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
9 documents
This article introduces four ways portfolio managers can adapt familiar valuation concepts to blockchain assets. A discounted cash-flow approach replaces conventional corporate cash flows with protocol value accrual, such as transaction fees or staking…
This podcast recap explains how real-world assets can be represented on blockchains, with examples including real estate, commodities, stablecoins, and Treasury-backed products. It presents tokenization as a way to broaden access, improve transferability,…
The newsletter interprets market reactions to a Fed rate cut and Powell’s comments, then compares gold and Bitcoin through futures trends, implied volatility, and 180-day 25-delta risk reversals relative to at-the-money volatility. It reports positive gold…
This podcast summary describes SOMA.finance’s plans to connect traditional finance with blockchain markets through token issuance, a decentralized exchange, and yield products. It says the platform aims to support tokenized securities and digital assets,…
This podcast recap follows Ilan Levy-Mayer’s path into trading and his work at a futures brokerage. It describes the broker’s role in helping hedgers, speculators, and self-directed traders choose platforms, understand markets, and manage risk. The firm’s…
This interview recap follows Simran Singh from oil trading into crypto and DeFi market infrastructure. The 2020 WTI price collapse illustrates how negative prices, scarce storage, vanishing liquidity, and widening spreads can break familiar pricing…
This primer explains how blockchain tokens can represent claims on physical or financial assets, from commodities and property to treasuries and intellectual property. It outlines the infrastructure involved, including smart contracts, legal and compliance…
The article explains how blockchain tokens can represent claims on assets such as property, art, intellectual property, commodities, securities, and infrastructure. Fractional ownership and secondary trading may broaden investor access and improve liquidity,…
This dashboard description covers tokenized gold, silver, and platinum on Ethereum, alongside stablecoins. It outlines how to track token issuance, circulating supply, market capitalization, transfers, distinct senders and receivers, velocity, and holders.…