The Renegades·Nov 3The Quiet Money Is Still HereBitcoin held through the drawdown. The rest of the book only matters if it has a customer.
The Renegades·Oct 28Most Crypto Portfolios Still Have Too Many TickersBitcoin is the core. Everything else needs a job, a size, and a reason to sell.
The Renegades·Oct 27The Bots Are Spending. The Tokens Mostly Aren’t.A bot on Base spends a few cents for a model call. Last year’s agent coins mostly paid themselves.
Shashi agrawal·Oct 3Market Timing Strategies for Hedge Funds: How Institutions Manage Entry and Exit RiskHedge funds spend enormous resources deciding what to own, what to short, how much risk to take, and where the next opportunity may come…
Norberto Perinotti·Oct 1Norberto Perinotti: Asset Valuation Reshaping Under the Q4 New Pricing NormalAs global and regional markets enter the fourth quarter, we are moving beyond the initial shock of recent monetary adjustments into a phase…
Norberto Perinotti·Sep 27Norberto Perinotti: The Q4 Perspective — The Silent Erosion of Capital Costs and the…As regional and global capital markets transition into the fourth quarter, the initial shock of recent monetary policy recalibrations has…
The Renegades·Sep 15Some DePIN Networks Are Getting Real Customers. Most Are Not.A restaurant borrows a Helium radio for phone data. A studio rents a spare GPU. A lot of other projects only pay themselves in tokens.
The Renegades·Sep 14Nobody Uses Ethereum AnymoreThis is why It Still Matters. The swaps moved to Layer 2s. The vaults didn’t. That split is the whole 2026 story.A response icon2A response icon2
The Renegades·Sep 8Stablecoins & PayFiThe New Global Payment Rails Taking ShapeA response icon1A response icon1
Shanty·Aug 30What Is a Tokenized Money Market Fund, and Why Do Institutions Suddenly Want One?Two-thirds of surveyed institutions plan to launch one by 2027. Only a third think the way they do it today actually works. That gap is the…
