Sid Rao

Why successful L1s define their target ecosystem first and build purposeful infrastructure around it — using Hyperliquid and Tempo as case studies in intentional blockspace design.

A bull case for impact markets as financial infrastructure — mapping what they replace in existing capital allocation and information ecosystems, using Lightcone as a reference point.

Why prediction markets aren't just a betting mechanism — they're the corrective signal layer that traditional media and analysis has always lacked.

A framework for evaluating crypto neobank plays — from stablecoin-native global dollar accounts and yield products to interchange monetization, margin structure, and a $2.4B+ market sizing.

As crypto liquid funds grow and price discovery migrates on-chain, dark pools become essential infrastructure. An investment thesis covering the gap between OTC desks and the on-chain institutional future.