AI’s New Interface: Smart Glasses, the Shift Beyond Screens, and Why We Backed Mentra

Investment Theses Case Studies: Mentra

Aug 27 • 

Felix Hartmann

 and 

JP Minetos

1

July 2025

Before the Flood - The System is Repricing

Listen now | 2023-2027 Digital Asset Cycle Theses Vol. VI

Jul 22 • 

Felix Hartmann

12

3

23:04

June 2025

AI Agents Will Run Your Business—Sooner Than You Think

Ignore them, and you’ll be left behind. Adopt them, and you’ll 10x your efficiency. AI agents aren’t coming—they’re already here.

Jun 18 • 

Daniel Derzic

1

2

April 2025

Creator Economy 2.0: How AI Turns Players into Creators

Where AI meets 3.3 billion gamers — and the next trillion-dollar platforms emerge.

Apr 23 • 

Felix Hartmann

6:40

March 2025

The Next Big Trade in Crypto - Stablecoins

Listen now | 2023-2027 Digital Asset Cycle Theses Vol. V

Mar 11 • 

Felix Hartmann

4

2

14:19

The End of Video Scarcity: How AI Transformed Content Creation in Just One Year

From Early Experiments to Creative Reality

Mar 5 • 

Daniel Derzic

1

January 2025

GenAI in Gaming Industry Report: Q4 2024

Explore AI co-pilots, substantial investments, and the rapidly changing landscape of AI-driven technologies

Jan 21 • 

Daniel Derzic

The Eurozone: The Next Liquidity Injection for Bitcoin

Inside the ECB's Impossible Choice and Bitcoin's Growing Appeal as a Debt-Free Alternative

Jan 16 • 

Jonas Luckhardt

3

December 2024

25 Years of Video in 48 Hours: How LIV Brought an iPhone to the Virtual World

LIV is changing the game in this new era of the 'virtual selfie' -- for developers, content creators, and the next generation of gamers.

Dec 19, 2024 • 

JP Minetos

1

Google Unveils Android XR: A Bold Step Back Into Extended Reality

Bringing AI and immersive experiences together to shape the future of XR

Dec 12, 2024 • 

JP Minetos

Game on: A New Era for Digital Assets

Listen now | 2023-2027 Digital Asset Cycle Theses Vol. IV

Dec 3, 2024 • 

Felix Hartmann

3

19:04

November 2024

Power to the Players: How Modding Fuels Gaming’s Growth and Innovation

How Fan Creativity Extends Game Lifecycles, Boosts Revenue, and Inspires Innovation

Nov 18, 2024 • 

Daniel Derzic