Valyu
Product +Industry +Publishers +Resources +PricingDocsAbout
The Valyu Add Newsletter

Join 12,000+ professionals and knowledge workers.

Valyu Add is a free weekly research briefing for builders, investors and operators. Every issue is sourced, cited and verified with Valyu DeepResearch.

Free forever · unsubscribe anytime
Latest issue
Issue #14 · Technology

Crypto Keeps Reinventing Itself. But Who Is It For?

This article argues that crypto keeps promising infrastructure but often ships casinos, and that the industry has repeatedly mistaken speculation for adoption.

Published 12 Oct 202635 minutes reading time
What the briefing is built for
“Evidence first. One company or market at a time, with the sources close enough that a reader can verify the argument without starting from scratch.”

Explore the Valyu Add Archive.

Structured research on companies, businesses and markets. Every claim cited, every trail reusable.

Issue 14 — Technology
Crypto Keeps Reinventing Itself. But Who Is It For?
12 Oct 202635 min
Issue 12 — Technology
ASML's Invisible Monopoly Over the Modern World
5 Oct 202640 min
Issue 11 — Life Sciences
The Company Making TikTok Now Makes Drugs
21 Sep 202632 min
Issue 10 — Finance
How Four Acquisitions Revealed the Architecture of an Industry
7 Sep 202633 min
Issue 08 — Technology
The Router Thesis: When Models Became Commodities
21 Aug 202615 min
Issue 07 — Finance
Situationally Unaware: A Margin Call Before the Wedding
7 Aug 202637 min
Issue 06 — Healthcare
Buying Time: Inside the Business of Outrunning Age
24 Jul 202627 min
Issue 05 — Finance
The Americanisation of FIFA and Football
17 Jul 20269 min
Issue 03 — Life Sciences
Ozempic: The Quieted Signal
9 Jul 202612 min
Issue 02 — Technology
Why is RAM so expensive?
9 Jul 202612 min
Issue 01 — Corporate R&D
The Future of Work
9 Jul 202612 min

Get the next Valyu Add.

Free, weekly. One company or market, taken apart with sources attached.