Signum Capital Newsletter
Signum Capital Newsletter
Signum Capital Newsletter
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Signum Newsletter 52
Signum Capital Newsletter
Jun 20
This edition of the newsletter analyses how crypto incentives are accelerating robotics from lab demos into a token-powered “machine economy,” and some projects combine full-stack control, community funding, and open-source tooling to crowd-source data, bootstrap fleets, and give retail investors upside.
Signum Newsletter 50
Signum Capital Newsletter
Jun 13
This edition of the newsletter analyses how crypto, particularly Worldcoin's iris-scanning identity verification system and token distribution model, could serve as the infrastructure for implementing Universal Basic Income (UBI) on a global scale. We suggest that UBI becomes more likely due to automation and AI displacing jobs, crypto-based solutions like Worldcoin's decentralized identity system and blockchain rails could overcome traditional barriers to UBI implementation, though this may ...
Signum Newsletter 51
Signum Capital Newsletter
Jun 12
This edition of the newsletter analyses how Ripple has built a vertically-integrated fintech platform combining the XRP Ledger, an EVM-compatible sidechain, RLUSD stablecoin, payment rails, and custody services to offer banks and institutions a unified solution for real-time settlement and compliant dollar liquidity.
Signum Newsletter 49
Signum Capital Newsletter
May 30
This edition of the newsletter analyses Proof of Humanity (PoH) protocols aim to verify real human identities to prevent sybil attacks and ensure fair participation in crypto applications like airdrops and DAO voting, with three main approaches emerging: biometric hand scanning (Humanity Protocol), biometric eye scanning (Worldcoin), and zero-knowledge proofs of Web2 credentials (zkPass).
Signum Newsletter 48
Signum Capital Newsletter
May 23
This edition of the newsletter explains Real Economic Value (REV) as a blockchain metric that measures the total fees and tips users pay for transactions, providing a more direct indicator of economic demand and activity than metrics like TVL or user counts.
Signum Newsletter 47
Signum Capital Newsletter
May 16
This edition of the newsletter analyses Internet Capital Markets (ICM) --> a new meta on Solana that allows builders to instantly tokenize and fund their ideas directly through social media (via the Believe app) without traditional VCs or pitch decks, turning viral web2 ideas into immediately tradable on-chain assets.
Signum Newsletter 46
Signum Capital Newsletter
May 9
This edition of the newsletter analyses launchpads on Solana and how it has evolved from Pump.fun's revolutionary accessibility model that enabled massive token proliferation to a now increasingly saturated space with competitors like Makenow.meme, LaunchLab, and Boop emerging.
Signum Newsletter 45
Signum Capital Newsletter
May 2
This edition of the newsletter analyses IOTA and how it has evolved from a feeless, DAG into a programmable, multi-VM settlement layer through IOTA Rebased, which integrates Move-based smart contracts directly on L1 and replaces the old UTXO ledger with an object model.
Signum Newsletter 44
Signum Capital Newsletter
Apr 25
This edition of the newsletter analyses consumer dApps that focus on everyday users and how it has evolved from early experiments like CryptoKitties to "X-to-earn" models like STEPN, which initially attract users with token incentives but often struggle with long-term sustainability when token values decline.
Signum Newsletter 43
Signum Capital Newsletter
Apr 18
This edition of the newsletter compares 3 perpetual DEXes (Hyperliquid, Ostium, and Lighter) by examining their unique selling propositions and execution risks, highlighting how each takes a different approach to capture market share.