— RESEARCH & INSIGHTS

Insights & Market Analysis

Rigorous research on open source LLM economics, GPU compute markets, and financial primitives for AI.

INFERENCE ECONOMICS • JULY 2026

The Unverifiable Model: Trust, Optimisation and the Economics of LLM Inference

Exploring how unverifiability shapes inference markets, pricing, and capital efficiency across decentralized compute.

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MARKETS & INDICES • JUNE 2026

Inference Needs a Forwards Market: Managing Spot Volatility in Compute

Why GPU compute pricing requires standardized forward contracts and revenue-share hedging structures.

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