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.
1,414 documents
The document explains how USDT-margined perpetual futures provide leveraged exposure to gold, silver, and PAXG without owning physical metals. It outlines account funding and transfer steps, contract selection, margin modes, order types, long and short…
The document describes Chintai as a platform for issuing and trading digital tokens backed by real-world assets, including real estate and bonds. It presents CHEX as a utility token for platform fees and governance, and says the network uses a permissioned…
The document explains gold-backed tokens as blockchain assets tied to physical gold, with token units representing either a stated weight or an ounce-based claim. It profiles XAUT, PAXG, DGX, and GLC, comparing their described backing, custody and audit…
The article introduces tokenized gold as blockchain tokens representing claims on physical gold held in custody. It describes potential features such as fractional exposure, continuous trading, and global transfer, then discusses the market’s growth and…
The article describes Drex, Brazil’s proposed central bank digital currency, as a centrally governed system intended to connect digital money with existing financial infrastructure. It outlines a two-tier distribution model involving the central bank and…
The document reviews Tether’s reported exposure to gold and commodity markets. It describes gold bullion held as reserves, royalty investments, and XAUt, a token backed by gold whose adoption is described as smaller than USDT. It also discusses short-term…
The document describes Noble’s tokenized assets, including gold-backed NobleGold and stablecoins backed by US Treasury bills. It presents these products as ways to bring traditional assets onto blockchain networks, with potential uses in decentralized…
The article surveys Bitmain’s position in Bitcoin mining hardware and the market forces shaping ASIC production. It describes a planned U.S. manufacturing facility in response to trade tariffs and supply-chain concerns, alongside product developments that…
The document uses the term “ATM” across several settings. It describes gold recycling machines that weigh and assay deposited items, then base payouts on live gold prices and charge a service fee. It says this model can make pricing more transparent than…
The document combines two market regime narratives. It treats the commodity to gold ratio as a broad economic cycle indicator: a decline is associated with contraction and risk aversion, while a rise is associated with expansion and greater risk appetite. It…
The article describes Bitdeer’s Bitcoin mining expansion through self-mining capacity, proprietary SEALMINER equipment, and new facilities. It reports the company’s September 2025 hashrate and bitcoin production, compares these with August figures, and…
The document describes Ondo Finance’s acquisition of blockchain developer Strangelove and frames it as a way to combine tokenized asset issuance with infrastructure development. It explains real-world asset tokenization at a high level, naming bonds, real…
The document explains concerns behind San Francisco’s ban on algorithmic rent-setting software. Critics argue that landlords using shared private data on rents and occupancy can coordinate pricing in ways that reduce competition and worsen affordability. The…
The document describes platforms that let users fund exposure to traditional assets with USDT, placing stock trading alongside crypto, commodities, and forex within a single account. It highlights contract for difference trading as the mechanism: a trader…
The document explains tokenization as representing physical or digital assets with blockchain tokens. It describes potential applications across real estate, stocks and bonds, commodities, and carbon credits. Tokenized real estate can divide an asset into…
The document defines real-world assets as tangible or rights-based assets represented on a blockchain, with examples including property, commodities, and intellectual property. It describes tokenization as a way to divide ownership and potentially make…
The article explains the proposed use of blockchain tokens to represent ownership or claims connected to physical luxury goods, using whiskey as its example. It describes potential benefits such as recording ownership history, widening access to…
The article discusses Tether’s reported Swiss gold vault as part of a reserve-diversification strategy and connects it to XAUT, a token backed by physical gold. It argues that direct vault ownership could reduce outside custody expenses and presents…
The document compares two ways to agree on a future asset trade. A forward is a private, customizable over-the-counter agreement: the parties choose the asset, price, size, and settlement date. The example of an airline arranging a future jet-fuel purchase…
The document outlines Bitcoin mining economics by distinguishing direct cash expenses from total costs that also include non-cash items such as equipment depreciation. Electricity is described as the largest direct expense. Miners may manage it through…
The document surveys several corporate uses of blockchain in finance and commodity trading. It describes Verb Technology’s private placement to establish a Toncoin-focused treasury strategy, links TON’s adoption prospects to its relationship with Telegram,…
The document surveys the UAE’s approach to Bitcoin mining as part of its economic diversification and blockchain policy. It describes mining operations associated with Citadel Mining, which it says is majority-owned by the UAE Royal Group, and reports…
The document presents Ray Dalio’s reported recommendation to allocate part of a portfolio to gold and Bitcoin amid concerns about U.S. debt, borrowing, and possible currency devaluation. It frames the assets as diversification candidates: gold as an…
The document compares three ASX-listed companies—88 Energy, Emerald Resources, and Plenti Group—using market capitalization, financial results, liquidity, debt, cash runway, and growth indicators. It presents them as examples of the differing profiles found…