All of my research notes, newest first: company analysis, markets and macro, and digital assets.
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Mercado Libre (Meli): Mispriced Compounder
Executive Summary Mercado Libre is a Latin American dominant e-commerce and fintech platform (similar to Amazon but for the LATAM population) that operates across 18 countries with primary revenue concentration in Brazil…
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Emerging Market Investment Opportunities: Argentina
Since the 1970s, Argentines have lived through repeated cycles of hyperinflation, currency collapses, sovereign defaults, and government-imposed capital controls. Most recently, a dual exchange rate system created two parallel economies operating simultaneously:…
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TAO: Shorting Bittensor’s Open-Source AI Developer
Key Insights 1. Thesis & Trade Recommendation Direction Entry Zone Stop Loss Price Target Short $270 – 290 $320 (hard) $180-200 TAO is a narrative-driven token without a direct fee or revenue…
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Why Grass ($GRASS)?
The AI-driven data economy is rapidly evolving, particularly in crypto and AI sectors. Grass uniquely leverages underutilized bandwidth, competes in data monetization, and has strong growth potential with revenues nearing $85M annually.…
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Hyperlane: Customizable Security Models Explained
Hyperlane is a modular, permissionless protocol designed for blockchain interoperability, enabling customizable security models and intent-based execution. By facilitating connections across over 100 blockchains and allowing developers to define their own security…
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Gate.io: Why it is Preferred by Users?
Gate.io is a cryptocurrency exchange that offers a secure, reliable, and versatile platform for trading digital assets. Established in 2013, Gate.io has already grown rapidly by staying ahead of market trends and…
Views expressed are my own and for educational purposes only; nothing on this site is investment advice.