AI & Data
Models, retrieval infrastructure and the cost of compute.
- Frontier releases and independent benchmarks
- Vector stores and production RAG architecture
- Autonomous agents and machine-to-machine payments
Institutional research · AI · Cybersecurity · Digital assets
Markets
Security
Readings as of sources listed in the footer
Domain intersections, as we cover them. Hover a zone — or pick one from the list — to read what files into it.
NEX-04 Enterprise Tech & SaaS is not on the figure: it covers the commercial layer across all three domains rather than one intersection.
Coverage model
Primary domain · AI
Frontier releases and independent benchmarks, retrieval infrastructure, autonomous agents and the cost of compute.
Desks filing here
Latest from this zone
Primary domain · SEC
Enterprise defence and Zero-Trust rollouts, contract assurance, applied cryptography and active threat campaigns.
Desks filing here
Latest from this zone
Primary domain · FIN
Institutional flows and allocator positioning, layer-2 economics, tokenised real-world assets and settlement rails.
Desks filing here
Latest from this zone
Intersection · A×S
Adversarial defence, model supply-chain provenance, inference attestation — what happens when the thing being attacked is the model itself.
Desks filing here
Latest from this zone
Intersection · A×F
Trading agents, algorithmic routing, on-chain inference markets — software that decides and then acts on the decision with money.
Desks filing here
Latest from this zone
Intersection · S×F
Contract audits, zero-knowledge proofs, custody and compliance — proving a transfer was correct without disclosing what moved.
Desks filing here
Latest from this zone
Triple centre · NEXUS
Agent-to-agent payment rails: machines that transact, prove and settle without a human in the loop. Our central desk files here.
Desks filing here
Latest from this zone
Models, retrieval infrastructure and the cost of compute.
Enterprise defence, contract assurance, applied cryptography.
Institutional flows, settlement rails, on-chain market structure.
Deep-dive analysis and case work, filed by desk and dated.
Kiteworks cites credible intelligence from federal authorities and calls the Saturday shutdown preventive, not a response to a known breach.
Source: The Record
News brief2 min
Trail of Bits shows how MPC inside a TEE can backfire: an untrusted host restores a used pre-signature, and the signer reuses its nonce.
Source: Trail of Bits
Field report2 min
Microsoft ties JADEPUFFER, reported as the first agentic ransomware operation, to a scripted Azure wipe via two stolen service principals.
Source: Microsoft Security
Field report2 min
The SEC's Corporation Finance staff clarify staking receipts, buybacks and when marketing becomes a promise of managerial effort.
Source: SEC
News brief2 min
Twenty specialist desks, each on its own domain. Codes follow the taxonomy: group, then position.
Model releases, retrieval infrastructure and the economics of compute.
Neural network breakthroughs, LLM releases and generative systems.
Agent frameworks, micropayments and machine-to-machine interaction.
Pinecone and Qdrant, RAG architectures, analytical pipelines.
Benchmarks and reviews across Llama, Claude and DeepSeek.
Decentralised physical infrastructure: compute, storage and bandwidth.
Enterprise defence, contract assurance and applied cryptography.
Corporate data protection, Zero-Trust standards, DDoS resilience.
Web3 audit practice, disclosed exploits and post-mortems.
ZK-SNARKs and STARKs, privacy systems, proving performance.
Active campaigns, malware families and ransomware tracking.
GDPR and ISO conformance, data-loss prevention programmes.
Institutional flows, settlement rails and on-chain market structure.
Bitcoin, macro conditions and allocator positioning.
Uniswap and Aave, AMM liquidity, yield strategies.
EVM roadmap, Arbitrum, Optimism, Base and zkSync.
Spot ETFs from BlackRock and Fidelity, asset tokenisation.
USDC and DAI, cross-border settlement, CBDC programmes.
Where the three domains intersect, and the businesses built there.
The central research desk for cross-domain developments.
Trading agents, execution algorithms and MEV.
Per-request payment protocols between autonomous agents.
Corporate software, venture rounds, M&A and IPO activity.
Quarterly reports, surveys and reference material for allocators.