RetrospectiveConnected Health
RPM at the Crossroads: How AI, GLP-1s, and Consumer Wearables Transformed the Monitoring Thesis
A 2025 reassessment of the 2022 RPM thesis — revisiting CMS reimbursement, the emergence of AI-powered monitoring, and how GLP-1s and consumer wearables have reshaped the landscape.
RPMAI HealthGLP-1Wearables
RetrospectivePublic Health
Beyond the Pandemic: How Social Determinants of Health Became a Federal Priority — and a Billion-Dollar Market
How the 2022 SDoH analysis played out — federal policy shifts, CMS Z-code adoption, and the emergence of a new billion-dollar market around social health infrastructure.
SDoHCMSFederal Policy
RetrospectiveCompliance · Privacy
HIPAA Meets the AI Revolution: How Ambient Intelligence Rewrote the Privacy Equation
The 2022 HIPAA analysis predicted HHS guidance on digital technologies. Revisiting the prediction in the age of ambient AI, LLM-powered documentation, and the new privacy frontier.
HIPAAAIAmbient Intelligence
RetrospectiveDemographics · Digital Health
The Silver Revolution: AI, Wearables, and the Transformation of Senior Health Technology
Revisiting the 2022 senior internet adoption thesis — how AI companions, wearable biosensors, and platform-based care have accelerated the transformation of senior healthcare.
Senior CareAIWearables
RetrospectiveRegulatory · Litigation
The Howey Test’s Limits: What the Ripple Ruling Actually Settled
The 2022 SEC v. Ripple analysis proved prescient. Revisiting the ruling’s actual outcome — what it settled, what it left open, and how the landscape shifted for digital asset classification.
SECXRPHowey TestRuling
RetrospectiveRegulatory · Global
The Regulatory Reckoning: Four Years After FTX, Where Does Global Crypto Law Stand?
Revisiting global crypto regulation post-FTX — MiCA implementation, the GENIUS Act, Asia’s divergence, and how the 2022 regulatory map has been redrawn.
MiCAGENIUS ActFTXGlobal
RetrospectivePolicy · U.S. Regulation
From Executive Order to Executive Action: America’s Crypto Policy Reset
The Biden EO laid out a whole-of-government framework. Revisiting how U.S. crypto policy evolved — from regulatory ambiguity to the Trump administration’s executive action reset.
Executive OrderCBDCPolicy Reset
RetrospectiveReal Estate · Macroeconomics
The Great Repricing: Looking Back on the CRE Correction We Predicted — and the New Normal That Emerged
The 2022 cap rate analysis predicted a 30–40% valuation decline. Revisiting the CRE correction that followed, where multifamily landed, and what the new rate environment means for investors.
Cap RatesCREMultifamilyRepricing