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Papers

  • Mechanism
  • Deal Flow
  • Worked Example
  • Regulatory
  • Thesis
  • User Rationale

Research

  • Analogous Sector Economics
  • sweep.py
  • Life-Sciences Event Panel: Pre-registration

Model Documentation

Papers on the infrastructure for brokering bespoke, bilaterally negotiated event contracts as cash-settled swaps: the regulatory pathway, how a single trade is arranged end to end, and the pricing mechanism underneath.

Mechanism

Underlying math & volatility-theory for our Layer 1 anchor, liquidity provisioning, underwriting business, & leveraged products.

Deal Flow

End-to-end brokered trade – event origination, RFQ, documentation, diversified portfolios, and collateralization.

Worked Example

One illustrative contract end to end – term sheet, price anatomy, lead-follow allocation, and the cost of underwriting it.

Regulatory

Swap classification under the CEA, ECP-only bilateral execution, reporting obligations, and the registration questions still open for counsel.

Thesis

Why long-tail risk remains unpriced & exposed in certain sectors, with liquidity as an underwriting business.

User Rationale

Counterparties and incentive structure in our n-of-1 contracts.

Martingale

Trade the readout, not the equity.

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