The research behind the risk markets.
A living library of long-form essays on distressed debt, private credit, sovereign risk and the intelligence economy — the frameworks behind Solvendo's products, thought through in the open.
How Technology is Rewriting the Economics of Value
Scarcity, Abundance Risk and the Intelligence Economy
The diamond industry’s mistake was assuming scarcity was permanent. The intelligence economy may reveal that scarcity itself is a variable — and that intelligence is the scarce resource behind every other scarcity.
The Evolution of Underwriting
Every era has its own characteristic forms of risk. As the Industrial Economy gives way to the Intelligence Economy, underwriting itself must evolve — from a periodic, backward-looking exercise into a continuous, intelligence-driven discipline.
Private Credit’s Illusion of Safety
What appeared to be a stable and superior asset class is beginning to reveal structural fragilities. Credit’s seniority does not guarantee resilience in a world of rapid disruption — safety must be engineered, not assumed.
The New Delhi Moment
The institutions that govern the global economy were built for a world that no longer exists. As the world turns multipolar, intelligence itself is becoming a form of economic infrastructure.
Information Utility: Critical Financial Infrastructure
As stablecoins and digital assets transition into the regulated space, an Information Utility that democratizes data and intelligence becomes critical to consumer protection, oversight, and sustainable financial innovation.
An Early Warning System for Distress on the Chain
Blockchains make financial data available in real time — but turning that data into trustworthy intelligence is hard. BetygFi scores DeFis, coins and wallets to surface distress before it spreads.
Sovereign Debt Crisis
Emerging nations carry a $9 trillion debt stock and a resolution system built eight decades ago. An Information Utility that enables transparency and automation could make the Common Framework finally workable.
The Future of Finance
A view of where finance is heading as intelligence becomes a factor of production — and what a financial system built for complexity, resolution and access looks like.
Solvendo’s Solution for Credit Markets
How Solvendo approaches credit markets — pricing risk from reliability curves rather than narratives, and building the infrastructure for resolution and recovery.