Articles
Press coverage, research, and commentary on autonomous treasuries and the agent economy.
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Treasury Allocation for On-Chain Businesses: What 8 Years of Data Says About Holding ETH, Stables, and Everything Between
Most on-chain business treasuries hold their own token, ETH, or stables. We backtest those approaches plus a regime-based 3-state allocation across 8 years of data — including the 2022 crash that killed most company treasuries — and look at what the trade-offs actually are.
research
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The Agentic Flywheel: How Zero-Human Companies Will Reshape Onchain Markets
A comprehensive analysis of how autonomous AI agents are creating zero-human companies (ZHCs) that earn, transact, and compound capital onchain. Covers the emerging agentic capital markets stack including payments, identity, and DeFi integrations.
research