/research
Evidence-based analysis on RWA tokenization, digital asset regulation, and institutional adoption across APAC. Every report is peer-reviewed before publication.
2026-10-22 Opinion When Reincarnation Becomes Code: What a Viral Game Reveals About AI and World Models PUBLISHED → 2026-10-21 Opinion The Tokenization Era: From 5 Days to 40 Seconds, From Anti-Counterfeiting to Value Networks PUBLISHED → 2026-10-13 Opinion The One-Person Company Path: Why 100 'Zero-to-One' Experiments Beat Scaling PUBLISHED → 2026-10-08 Opinion AI Killer Apps Emerge: The Always-On Agent Era and the Bumpy 'Golden Age' PUBLISHED → 2026-10-06 Opinion What Did HSBC RedCoin Actually Innovate? A Critique of Bank-Issued Stablecoins PUBLISHED → 2026-09-28 Opinion Do You Understand What You're Signing? Blockchain Security Beyond the Hype PUBLISHED → 2026-09-24 Opinion Debunking the Mass AI Training Myth: Insight Is What Actually Matters PUBLISHED → 2026-09-21 Opinion Is Pure Crypto Trading Pointless? Why Speculation Is the Engine of Innovation PUBLISHED → 2026-09-18 Opinion Braking Makes AI Stupid — Teach AI Responsibility Instead PUBLISHED → 2026-09-14 Opinion Meme Coin Is Unserious, Stock Meme Is Dishonest PUBLISHED → 2026-09-08 Opinion AI Is Like a Drunk Savant: When Understanding and Output Decouple PUBLISHED → 2026-09-03 Opinion AI Makes Decisions for Justin Sun — Can It Help You Invest Too? PUBLISHED → 2026-08-27 Opinion The Unitree Myth Challenged: Embodied AI Still Has a Long Road Ahead PUBLISHED → 2026-08-24 Opinion Why Is Justin Sun So Rich? The TRON Empire and Gray Economy Money Machine PUBLISHED → 2026-08-20 Opinion Buying AI Is Easy, Using AI Is Hard: The Cruel Truth US Tech Giants Reveal PUBLISHED → 2026-08-17 Opinion Is the Crypto Bull Market Here? On-the-Ground Observations from Bitcoin Asia PUBLISHED → 2026-08-11 Opinion The AI Genius Blows Up — But the 'Investment Bible' Still Holds Lessons PUBLISHED → 2026-08-10 Opinion The Most Efficient Enterprise in Human History: How Hyperliquid Runs on 3 People PUBLISHED → 2026-08-09 Research Synthesis Digital Finance Quarterly Synthesis: Stablecoins, Prediction Markets, HKDAP, and Quantum Preparedness PUBLISHED → 2026-08-03 Opinion The HKMA's Forward Deployment: Quantum Preparedness and the New IT Consciousness PUBLISHED → 2026-08-03 Opinion The Rise of Stock Perpetual Contracts: When Bitcoin Finally Becomes Boring PUBLISHED → 2026-07-27 Opinion HKDAP's Strategic Ambition: Stablecoins Are Not for Buying Coffee PUBLISHED → 2026-07-20 Opinion Prediction Markets Through the World Cup Lens: Gambling or an Unstoppable Financial Force? PUBLISHED → 2026-07-12 Opinion The Essence of Stablecoins Is a War Over Who Sets the Financial Rules PUBLISHED → 2026-07-06 Research Report Beyond the Bet: How Prediction Markets Work and Why You Can Hedge Anything PUBLISHED → 2026-06-29 Research Report What Would Greenspan Do? A Tribute to the Man Who Knew PUBLISHED → 2026-06-22 Research Report Central Bank Digital Currencies and Tokenized Securities: The Convergence of Programmable Compliance PUBLISHED → 2026-06-15 Research Report SpaceX IPO: A Strategic Analysis — $75 Billion Record-Breaking Listing PUBLISHED → 2026-06-08 Research Report The AI Supply Chain: Hidden Investment Opportunities in Infrastructure Bottlenecks PUBLISHED → 2026-05-25 Research Report The Hyperliquid Thesis: How a Purpose-Built L1 Captured 73% of On-Chain Derivatives PUBLISHED → 2026-05-18 Research Report Circle (CRCL): Stablecoin Financial Infrastructure Leader — USDC Ecosystem Analysis PUBLISHED → 2026-05-11 Research Report AI Infrastructure & Crypto Mining Investment Opportunities: The Crypto-to-AI Pivot PUBLISHED → 2026-05-04 Market Report Digital Assets & Geopolitical Stress: Bitcoin During the 2026 Iranian Conflict PUBLISHED → 2026-04-27 Market Report Should We Enter the Market Now? Wisdom from Legendary Investors PUBLISHED → 2026-04-20 Opinion Deconstructing the 'No-Code' Illusion and the AI Anxiety Machine PUBLISHED → 2026-04-13 Opinion Hong Kong Stablecoin Regulatory Framework: A Comprehensive Critical Analysis PUBLISHED → 2026-03-30 Market Report Agentic Payments: The Future of Commerce — Autonomous Financial Intermediation PUBLISHED → 2025-12-08 Market Report Prediction Markets Redefined: Kalshi, Polymarket, and Hong Kong Ecosystem Feasibility PUBLISHED → 2025-10-15 Market Report Phygital NFTs & The On-Chain Boom of TCG Trading: RWA Tokenization Analysis PUBLISHED →
How we research
Structured frameworks, primary sources, and disclosed assumptions. Reports distinguish observation from inference, and sample data is always labelled as such.
Custom mandates
Institutions commission bespoke market sizing, regulatory mapping, and technology due diligence through the research module.
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