Research-driven essays on crypto and fintech businesses, examining who captures revenue in onchain finance, how companies like Rain and Visa build and defend their economics. Readers get sourced, analytical breakdowns of retained revenue, valuations and payment infrastructure aimed at investors.

A gaming-industry newsletter tracking venture capital, private equity and M&A deals alongside public gaming company stock moves. It combines weekly market recaps with data-driven valuation reports and funding analysis.

Andrew Chen, a venture capitalist, writes essays on how AI, consumer apps and growth dynamics are reshaping tech markets. Readers get opinionated analysis of network effects, product retention and viral loops, drawn from firsthand experience.

Essays on technology investing that use historical patterns, such as computer leasing, the DC-3 and open-source strategy, to analyze the AI buildout and technology cycles. Readers get an investor's framework for how demand for a technology can persist while the capital financing it fails.