Narratives
Consumer crypto
ActiveNostalgia Tokenised
Onchain collectibles, tokenised nostalgia and financialised trading-card markets.
CARDSCollector CryptCourtyardPhygitals
Research updated 08 Jun 2026
Capital formation
WatchingBlack Hole
AI capital formation, large IPOs and liquidity events competing for speculative attention.
SpaceXOpenAIAnthropicBTC
Research updated 12 Jun 2026

