Supercycle Research is live on Youtube, Spotify and Twitter.

About Supercycle

Supercycle is a token investment research platform built around long-form conversations about crypto markets, capital, and cycles. The team is made up of fmr crypto operators turned investors:

  1. Jack Leung runs Pylon Partners, fmr $IMX and consumer private equity.

  2. 0xDith founded Gigaverse, the #1 game on Abstract. Fmr GTM at Stripe.

  3. 0xSammy leads Khala Research, the most admired commentator on crypto AI.

We publish research and interviews focused on liquidity structure, market cycles, and token fundamentals. Our work is for readers who care about why markets move, and who think in frameworks and time horizons rather than trades.

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What Guides Us

Supercycle exists because today’s crypto media rarely focuses on the details of why the market moves. We trade immediacy for clarity and depth. Our goal is not attention or virality, but work that holds up over time.

A few principles guide how we operate:

  • Interpretation over opinion

  • Incentives over narratives

  • Cycles over moments

Our measure of success is not reach, but whether our work helps readers see markets more clearly.


What We Are Not

This is not a trading newsletter. We don’t publish signals or short-term calls.

Crypto has no shortage of noise. Supercycle exists to slow things down.


Why Supercycle?

Our society is changing beneath our feet.

Business models in an AI and crypto dominant world will reshape foundational labour and capital flows. Short term retracement and volatility will not stop the pace of change.

The genie is not getting put back in the bottle.

The Supercycle platform will get you all the information you need to be prepared for this future.

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Subscribe to Supercycle - Liquid Token Investment Research

Research on token public markets. For Investors, by investors.