# Pivot Global ## Recent Posts - [Entertainment Meets Speculation: How Pump.fun Turns Streaming into Capital Markets Thesis Part 3 ](https://paragraph.com/@pivotglobal/entertainment-meets-speculation-how-pumpfun-turns-streaming-into-capital-markets-thesis-part-3) - [Galaxy Digital (GLXY): Mispricing at the Nexus of AI and Digital Assets](https://paragraph.com/@pivotglobal/galaxy-digital-glxy-mispricing-at-the-nexus-of-ai-and-digital-assets) - [Why we invested in Mitosis](https://paragraph.com/@pivotglobal/why-we-invested-in-mitosis) - [Doubling down on Pump - Pump.fun Thesis Part 2](https://paragraph.com/@pivotglobal/doubling-down-on-pump) - [Why We are Backing Vanish: Stay Shielded ](https://paragraph.com/@pivotglobal/why-we-are-backing-vanish-staying-shielded): The Missing Privacy Layer for Solana - [Euler - The Modular Credit Layer Powering Defi’s Next Wave](https://paragraph.com/@pivotglobal/euler-the-modular-credit-layer-powering-defis-next-wave) - [Hyperliquid’s Growing Tentacles](https://paragraph.com/@pivotglobal/hyperliquids-growing-tentacles): Builder Codes are Hyperliquid’s next growth hack - [Pump.fun Thesis](https://paragraph.com/@pivotglobal/pumpfun-thesis) - [Concrete Thesis](https://paragraph.com/@pivotglobal/concrete-thesis) - [Pendle Finance: On the Path to DeFi Dominance](https://paragraph.com/@pivotglobal/pendle-finance-on-the-path-to-defi-dominance) - [Magic Block Thesis](https://paragraph.com/@pivotglobal/magic-block-thesis): Written by Jermaine Wong - [Why We Invested in Glider](https://paragraph.com/@pivotglobal/why-we-invested-in-glider): Written by Thomas Tang - [Fluid: Redefining DeFi with Unified Liquidity](https://paragraph.com/@pivotglobal/fluid-redefining-defi-with-unified-liquidity) - [Sanctum Thesis](https://paragraph.com/@pivotglobal/sanctum-thesis): Navigating the Future of Liquid Staking: How CLOUD is Poised for Growth in the Evolving Solana Ecosystem - [Why we invested in Perena](https://paragraph.com/@pivotglobal/why-we-invested-in-perena): Written by Jermaine Wong - [DePIN: The Beginning of the End for Traditional Infrastructure](https://paragraph.com/@pivotglobal/depin-the-beginning-of-the-end-for-traditional-infrastructure): Written by Dev - [What we are looking out for in DeFi](https://paragraph.com/@pivotglobal/what-we-are-looking-out-for-in-defi): Written by Jermaine Wong - [Pivot Global's Investment into Adrena](https://paragraph.com/@pivotglobal/pivot-globals-investment-into-adrena): Written by Jermaine Wong - [Solana: Single, Permissionless, Global State Machine](https://paragraph.com/@pivotglobal/solana-single%2C-permissionless%2C-global-state-machine): Written by Jermaine Wong ## Blog Information - [Homepage](https://paragraph.com/@pivotglobal/): Main blog page - [RSS Feed](https://api.paragraph.com/blogs/rss/@pivotglobal): Subscribe to updates ## Optional - [All Posts](https://paragraph.com/@pivotglobal/): Complete post archive - [Sitemap](https://paragraph.com/@pivotglobal/sitemap-index.xml): XML sitemap for crawlers