AREA 01 // HARDWARE & INDUSTRY
MOBILE SOC · ARCHITECTURE · FOUNDRY ECONOMICS
Technology & Semiconductors
Chip architecture, computing technologies, technical progress, and their wider industrial implications.
COLLECTION 01 — RESEARCH JOURNAL & INDEXPILLAR I: WHAT I'M TRYING TO UNDERSTAND
RESEARCH COLLECTION
Curiosity leads. Evidence decides.
Research into technology, markets, and the systems connecting them.
FIG. R.01 — TWO-DIRECTIONAL INQUIRY LOOPMETHODOLOGY
PATH A // BOTTOM-UP
Technology → Industry → Valuation
Start with a hardware or technical shift, trace its commercial implications, and examine how markets price those possibilities.
PATH B // TOP-DOWN
Price Signal → Evidence → Revision
Start with a market price or regime that seems difficult to explain, test the underlying assumptions, and revise when evidence disagrees.
RESEARCH PHILOSOPHYEDITORIAL STATEMENT
My research often begins with curiosity about a technology, an industry, or a change that might reshape how things work.
I usually start by understanding the technology or industry itself, then explore its commercial implications and how markets are valuing those possibilities.
Sometimes, the process begins the other way around — with an instinct that something may be mispriced.
In either case, I try to move beyond the initial impression, investigate the evidence, challenge my assumptions, and revise my view when necessary.
01 / RESEARCH AREAS
Three interconnected domains of inquiry.
AREA 02 // EXPECTATIONS & RISKEQUITIES · CRYPTO · SECOND-HAND MARKETS
Markets & Valuation
Understanding market expectations, business fundamentals, risk, and the relationship between price and value.
SECTIONS
01 Market Valuation · 02 Market Structure
FIELD EXPERIMENT
03 Tech & Business · 04 Could I trade my way up?
AREA 03 // MONETARY FRAMEWORKSFX · LIQUIDITY
Macroeconomics & Monetary Systems
Exchange rates, monetary frameworks, liquidity, and the forces shaping economic conditions.
FEATURED MODEL
SGD-NEER Shadow Model — Trade-weighted exchange rate corridor study.
02 / SELECTED RESEARCH
Research case studies & active investigations.
MARKETS / VALUATIONCASE STUDY 01
Market Valuation Engine
Exploring market conditions, valuation, and the signals that shape risk and expectations across macro liquidity, sector rotation, and positioning heat.
PYTHON · YFINANCE · CLI CONSOLERead Case Study →
CRYPTO / MARKET STRUCTURECASE STUDY 02
On-Chain Market Intelligence
Investigating liquidity, capital flows, and market structure through on-chain data, holder cohort behavior, and explainable regime classification.
PYTHON · DUNE SQL · 7-STATE REGIMERead Case Study →
MACRO / MONETARY SYSTEMSCASE STUDY 03
SGD-NEER Shadow Model
An independent attempt to understand Singapore's exchange-rate-based monetary framework through a transparent trade-weighted proxy basket.
FX BASKET PROXY · POLICY CORRIDORRead Case Study →
TECHNOLOGY & SEMICONDUCTORSResearch in progress
Semiconductor Research
Tracing how smartphone processor comparisons evolved into planned research directions across mobile SoC evolution, chip architecture, and industry economics.
PLANNED DIRECTIONS · DOSSIEROpen Semiconductor Dossier →
RESEARCH NOTE 001EPISTEMOLOGY & VALUATION HABITS
Intuition first. Evidence next.
My earliest judgments about value came from familiarity rather than formal models. Today, intuition can still give me a starting point, but I try to understand why a judgment might be right — and what could prove it wrong.
SEE ALSO: SECONDARY MARKET TRADING RECORDCould I trade my way up? ↗