Research & Analysis

Independent research grounded in first-principles analysis of digital asset protocols, network economics, and long-duration investment frameworks.

July 1, 2026

Freedom Technology: An Investment Thesis on Digital Ownership→

The central question in technology is shifting from what can be built to who controls the systems that are built. For much of the last two decades, the internet economy optimized …

May 20, 2026

The Future We Believe In→

We believe the most important investment opportunities of the next twenty years will not come from the cyclical growth of any single industry, but from a much deeper civilizationa…

April 2, 2026

Why 2ØY Thinks in Decades→

The market rushes. It always has. Funds are evaluated by the quarter, strategies by the year, managers by the cycle. The entire architecture of modern asset management is built …