Archive - Supercycle - Liquid Token Investment Research

$ACX: The First Token-to-Equity Template in Crypto Goes to Vote April 2

Also: x402 hits 35M transactions, and GEODNET trades at 7x revenue with no one paying attention.

Mar 13 • Meghan Lim

How Yuma Is Building $TAO's Acceleration Engine

The biggest AI companies in the world aren’t accessible to most investors.

Mar 6 • Meghan Lim

January 2026

Bittensor, Numerai, and the Web3 AI Supercycle

How Incentives, Intelligence, and Capital Actually Compound

Jan 23 • Jack Leung

Inside Multicoin’s $5.9B Crypto Investment Playbook

How Multicoin Actually Thinks About Alpha

Jan 23

Welcome to the Supercycle Substack

Context and frameworks for navigating crypto as a real capital market.

Jan 15

This is Supercycle - Liquid Token Investment Research .

Jan 6 • Jack Leung

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