Markets and AI, broken down by the Talis team. Company results, trends, and the theses behind the trades.
education · prediction markets · hyperliquid
What prediction markets are, how YES/NO contracts pay out, and how Hyperliquid's HIP-4 brings outcome trading directly into a major crypto exchange.
· 9 min read
pre-IPO · perps · $ANTHROPIC · education
Anthropic restricted who can trade its private shares, then confidentially filed to go public. So how are people already betting on it? A plain-English guide to pre-IPO perps, and why that price is not the company's valuation.
· 8 min read
markets · uranium · ai
Every AI query resolves down to electricity. As nuclear gains ground as always-on power for data centers, uranium sits quietly upstream of the entire AI buildout.
· 6 min read
markets · $GOOGL · ai
Investors fear AI is making Google search obsolete. Alphabet's fiscal 2025 numbers, including 13% search growth and 36% cloud growth, suggest the opposite.
· 6 min read
perps · trading 101 · education
Finance is confusing on purpose. Perpetual futures are actually a game with 5 simple rules anyone can learn. This guide makes them simple enough to teach a 10 year old.
· 5 min read
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