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The Unbundled Fund
Splitting apart the model, money and machine
8 hrs ago
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Prathik Desai
3
Recent posts
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The Financial Container
Tokens will do for capital markets what containers did for global trade
Sep 6
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Prathik Desai
16
1
Coins in Chests
Velocity beats unicorn access
Sep 5
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Thejaswini M A
18
4
Troubleshooting On-chain Credit
Using blockchains to make lending more efficient
Sep 4
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Prathik Desai
12
Mapping the DePIN Robotics
What crypto is actually building for robotics
Sep 3
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Thejaswini M A
23
The Vouching Business
Capturing the value arising from guaranteeing crypto card transactions
Sep 2
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Prathik Desai
3
Crypto Options: Is the Time Now?
Is this really the inflexion point for crypto Options?
Sep 1
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Vaidik Mandloi
5
Who Checks the Agents?
Six answers about the internet being built for machines
Aug 31
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Thejaswini M A
7
Stablecoins Need a Credit Layer
Why the digital dollars won’t mean financial inclusion until they can finance the real economy
Aug 30
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Prathik Desai
6
The Saturday Reading List: Week 34-35 📚
Articles, op-eds, books, podcasts, movies, and more
Aug 29
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Prathik Desai
1
Pricing Anthropic
How Entropy trades locked equity
Aug 28
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Thejaswini M A
4
The Business of Trust
Building reputation in the age of agents
Aug 27
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Prathik Desai
25
1
Compute Capital Markets: Part IV
We might run out of money before we run out of compute!
Aug 26
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Vaidik Mandloi
7
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