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SpaceX - Thesis & Valuation Memorandum
Probabilistic sum-of-the-parts valuation | Q2 2026 | Pre-IPO Continue reading
DUSD, DETH, and DBIT Machine Operational Update, Weeks 21-22
This report covers the performance and positioning over the past few weeks of DUSD, DETH, and DBIT. Continue reading
DUSD,DETH,and DBIT Machine Updates
Week 18-20, 2026 Continue reading
Introducing DeFi Bench by Dialectic, powered by Makina & Venice
Eight frontier AI models are competing to manage real DeFi portfolios with real capital. Continue reading
The Dialectic Machine - The First Fully Agentic Onchain Asset Manager
Recent events show that DeFi will evolve towards an agentic future. Continue reading
Royco Dawn Vaults are Now Curated by Dialectic, Running on Makina's Infrastructure
Dialectic is now the curator for Royco Dawn, Royco’s onchain tranching protocol that splits yield sources into Senior tranches (protected) and Junior tranches (first loss capital). Continue reading
Chronograph: Institutional Grade Yield Farming
A day in a yield farmer’s life Continue reading
Medici: Dialectic’s Yield Farmer
A look at Dialectic’s Yield Farming operation and how we automated it. Continue reading
