Decentralised AI inference with deflationary tokenomics. Staking generates DIEM yield. Emission cuts trending toward net deflation by late 2026.
Utility token providing $1/day API inference credits per token. Held functionally — not for sale. Subsidises all development work.
UK-listed Bitcoin treasury company. Held in SIPP as leveraged BTC proxy with tax-advantaged wrapper. UK's answer to Strategy.
Foundation asset. Superior long-term store of value underpinning the entire portfolio thesis. Pure spot exposure.
Three emission cuts across May–July 2026 will halve monthly VVV issuance. Modelling the path to net deflation across three scenarios.
Why AI compute will unbundle, where value accrues in a decentralised inference stack, and the macro bet behind a ~70% portfolio allocation.
How to value a token that generates $1/day in API credits — DCF framework, implied yield comparisons, and perpetual compute ownership.
A framework for evaluating UK-listed Bitcoin treasury companies — the mNAV metric, the SWC buy rule at ≤1.25x, and when the model breaks.
Arxonic is solo-operated independent research. Every report covers a position I actually hold — real capital at risk, no sponsored coverage, no affiliate relationships. When a thesis breaks, the report says so publicly.
The research covers a deliberately concentrated portfolio: four positions, all held with conviction, all documented to the same standard. Quality over breadth.