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Nipponhashi Finance
Independent analysis of markets, crypto, and the AI economy.
- Five Questions for the AI Capex Cycle
A framework for analyzing the AI infrastructure buildout without pretending to know how it ends — who pays, what depreciates, and where the risk actually sits.
- What Funding Rates Actually Tell You
Perpetual futures funding is the closest thing crypto has to an honest positioning gauge — if you read it as a price of leverage, not a prediction.
- How to Actually Read a 13F
What a 13F filing can tell you, what it structurally cannot, and the mistakes almost everyone makes when copying famous investors.