Research
38 reports across 4 sectors, newest first within each.
Digital Assets
Blockchain infrastructure, tokenized assets, decentralized finance, and the regulation arriving to govern them.
- May 2026CLARITY Act Draft Analysis — May 12, 2026 Senate Banking Substitute Text
- April 2026Are Cryptocurrencies Actually Securities? SEC v. Ripple Labs
- April 2026Biden's Executive Order on Crypto
- April 2026Bitcoin (BTC) — Comprehensive Deep Dive
- April 2026Blockchain Infrastructure — Comparative Overview
- April 2026Crypto Regulation: An Overview of Regulatory Approaches Around the World
- April 2026Ethereum (ETH) — Comprehensive Deep Dive
- April 2026RetrospectiveFrom Executive Order to Executive Action: America's Crypto Policy Reset
- April 2026The CLARITY Act: Resolving Crypto's Biggest Regulatory Dispute
- April 2026The GENIUS Act: America's First Crypto Law — Complete Analysis
- April 2026RetrospectiveThe Howey Test's Limits: What the Ripple Ruling Actually Settled
- April 2026Trump vs. Biden: The Complete Digital Asset Policy Comparison
- April 2026XRP (Ripple) — Comprehensive Deep Dive
- April 2025Bittensor (TAO) in April 2025: The Halving Is Eight Months Away and Institutions Are Arriving
- April 2025DeFi and Blockchain in April 2025: AI Agents Are Starting to Run the Protocols
- April 2025U.S. Crypto Regulation in April 2025: The New Framework Is Taking Shape
Healthcare
Remote monitoring, privacy law meeting AI, social determinants of health, and technology for an aging population.
- April 2026RetrospectiveBeyond the Pandemic: How Social Determinants of Health Became a Federal Priority — and a Billion-Dollar Market
- April 2026COVID-19 and Social Determinants of Health (SDoH)
- April 2026Healthcare Blockchain
- April 2026RetrospectiveHIPAA Meets the AI Revolution: How Ambient Intelligence Rewrote the Privacy Equation
- April 2026HIPAA: History, Evolution, and the Digital Future of Patient Privacy
- April 2026Remote Patient Monitoring
- April 2026RetrospectiveRPM at the Crossroads: How AI, GLP-1s, and Consumer Wearables Transformed the Monitoring Thesis
- April 2026Seniors and the Internet in Healthcare
- April 2026RetrospectiveThe Silver Revolution: AI, Wearables, and the Transformation of Senior Health Technology
- January 2021GatedSalud Capital Connected Health Investment Thesis: Portfolio Review & Forward StrategySalud Capital's connected-health investment thesis — how the portfolio was positioned across remote monitoring, retail health and platforms, and where the firm saw the next wave.
- July 2020COVID-19 & Senior Connected Health: Market Impact Assessment & Opportunity Analysis
- February 2020Care Collective: Integrated Care Platform Product Launch Brief
- January 2020Remote Patient Monitoring: Market Landscape, Regulatory Framework & Reimbursement Analysis
- September 2019GatedCVS HealthHubs Connected Health Deployment: Go-to-Market Execution ReportA go-to-market execution study of connected-health services in the CVS HealthHubs in-store format — deployment model, staffing, and retail-clinic economics.
- October 2018GatedCVS Health Personal Emergency Response System (PERS) Retail Pilot: Business Plan & Partnership EconomicsA retail-pilot business plan for an in-store personal emergency response service — the device, the distribution model, and the partnership economics.
- March 2017GatedThe Connected Health Exchange: A Platform Strategy for Device InteroperabilityA platform strategy for connecting home and clinical health devices across vendors — the interoperability layer and the network effects that make a device exchange viable.
Technology
AI compute and models, enterprise software, and the infrastructure economics underneath them.
- September 2026A Real-World Test: AI Model Spend — Running Claude Max at $200 Without Running Out, and Where Other Vendors Fit
- April 2025AI Agents in April 2025: The Framework War Peaks Before Consolidation
- April 2025ElizaOS in April 2025: The Rebrand That Reveals the Real Ambition
- April 2025The LLM Landscape in April 2025: A Market at the Inflection Point
Real Estate
Commercial and residential property, cap rates, and the capital flowing into data centers and alternative assets.