Every major technological wave has produced visible winners: railroads, oil, telecom, internet. Yet the mechanisms that empowered their dominance remained encrypted.
After simulating 160 years of systems evolution, we found the interface between capital flows and physical infrastructure follows a non-obvious but predictable structure. We've mapped it.
The mechanisms underlying each wave remain consistent, but the layers of complexity concealing them deepen and expand in scale and scope with every cycle.
Legacy frameworks, built on legacy variables, have lost the ability to decrypt them.
HFT optimized for speed. One variable.
This wave requires four.
Here's what they're missing: each wave creates new consolidation, which allows more predictability, not less. But separating signal from noise demands adaptive tools and new dimensions.
POWER LAW ACCELERATION
Initial State
Distributed
After Compounding
Concentrated
When everyone sees the curve, the curve stops paying. Alpha migrates to higher dimensions.
We built a proprietary four-dimensional framework, tracking the vectors that precede price.
Our quantitative model indicates alignment will outperform competition in Wave 6 (90% confidence). The asymmetry will compound.
Positioning is finite. First movers set the next wave.
Alpha decays with distribution.
Limited briefing slots Q1 2026
Request AccessFor institutional allocators ($50M+ AUM)
Quantitative research • Applied Mathematics PhD
Briefings limited to qualified allocators.
For institutional allocators managing $50M+ AUM.