The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
| A Bitmain/Antalpha-controlled reverse-merger shell wearing a Bitcoin-miner costume and now an AI-compute costume — high-cost fleet, ~50% related-party voting control, a NYSE sub-$1 delisting clock, and a balance sheet half-built on Antalpha loans; avoid the equity, watch only as a Bitmain-proxy / forced-restructuring special situation. | — | 1 | |
| A levered, sub-NAV Ethereum proxy run by the best operators in the trade — own the discount-closing buyback, not the "treasury premium" that already died; the bet is ETH plus a 0.83x→1.0x mNAV mean-reversion, fighting a 95% drawdown and a structurally bigger rival. | — | 1 |