Latest
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TITLE
CATEGORY
2026-11-11
Anthropic IPO roadshow: about $1T of equity value against about $900B of compute commitments
Research
2026-11-11
Hardware stops theft, not misuse: from SSH keys to private key security
Thoughts
2026-11-11
Jupiter (JUP): buybacks hold the floor, the fee structure caps the ceiling
Thoughts
2026-11-06
Sui: the technology keeps leading, the economics keep shrinking
Thoughts
2026-11-05
The November 2026 Crypto Narrative Map: The Cash Flow Sits With the Issuers
Thoughts
2026-11-05
After the Binance Signing Breach, Ethereum Caught the Assets and Not the Self-Custody
Thoughts
2026-11-05
OKX Has Never Been Hacked, and That Is Not the Question Worth Asking
Thoughts
2026-11-03
Cybersecurity for a One-Person Business, Part 2: Protect Accounts and Work Devices
Thoughts
