Hedge Funds Insights

💧 Electric Capital Maps 501 Real-World Yield Sources to Find What Gets Tokenized Next

Electric Capital catalogued 501 real-world yield sources across 15 categories and benchmarked them against... Read more →

🔐 Paradigm Ships Centaur 2.0: Granular Permissions and MCP Support for Its Open-Source AI Agent

Paradigm's self-hosted, multiplayer AI runtime Centaur gets a major upgrade, rebuilt on a smaller Rust... Read more →

🇪🇸 Goldman Sachs: Heavy Treasury Supply and AI Debt Are Pushing Long-Term Bond Yields Higher

• August core CPI came in right down the middle (+0.215% m/m), with a softer read-through to the Fed's... Read more →

🇪🇸 Goldman Sachs: Japan's Historic $85B Yen Intervention Buys Time, Not a Fix

• Japan's Ministry of Finance sold an estimated $85 billion over July 30–31 — its largest two-day FX intervention since... Read more →

💻 Tom Tunguz: 84% of AI Tokens Aren't State-of-the-Art — and That's the Real Story

• Frontier models got two-thirds smarter since November and labs now ship a new model every ~36 hours — yet 84% of... Read more →