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Portfolio Team Contents

Writings

AUG 2026
Perpification and Tokenization: Two Paths Toward Onchain Capital Markets
Tokenization and perpetual markets are taking different paths toward onchain capital markets.
The faster path may shape the market before institutions arrive.
FEB 2026
Crypto Will Be Unrecognizable in Two Years
Crypto after crypto: how institutions and AI end one era of crypto and start another.

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