<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Lantern Alpha — Research</title><description>Independent research on macro cycles, technology shifts, crypto markets, and investment regimes.</description><link>https://lanternalpha.com/</link><language>en-us</language><item><title>Reading Liquidity Before Narrative</title><link>https://lanternalpha.com/en/research/reading-liquidity-before-narrative/</link><guid isPermaLink="true">https://lanternalpha.com/en/research/reading-liquidity-before-narrative/</guid><description>Why liquidity conditions often move before market narratives become obvious, and how to track them without confusing flows with stories.</description><pubDate>Fri, 08 May 2026 00:00:00 GMT</pubDate><category>Macro</category><category>liquidity</category><category>rates</category><category>dollar</category><category>risk appetite</category></item><item><title>AI Capex and the New Industrial Cycle</title><link>https://lanternalpha.com/en/research/ai-capex-new-industrial-cycle/</link><guid isPermaLink="true">https://lanternalpha.com/en/research/ai-capex-new-industrial-cycle/</guid><description>How AI infrastructure spending changes the rhythm of technology investment cycles, and where the supply, power, and depreciation constraints actually sit.</description><pubDate>Wed, 22 Apr 2026 00:00:00 GMT</pubDate><category>Technology</category><category>AI</category><category>semiconductors</category><category>data centers</category><category>capex</category></item><item><title>Stablecoins as Dollar Distribution Infrastructure</title><link>https://lanternalpha.com/en/research/stablecoins-dollar-distribution/</link><guid isPermaLink="true">https://lanternalpha.com/en/research/stablecoins-dollar-distribution/</guid><description>Stablecoins are not only crypto instruments. They are emerging as a parallel distribution rail for dollar liquidity, with regulatory and macro consequences.</description><pubDate>Sun, 05 Apr 2026 00:00:00 GMT</pubDate><category>Crypto</category><category>stablecoins</category><category>dollar</category><category>crypto</category><category>regulation</category></item><item><title>Investment Regimes, Not Single Forecasts</title><link>https://lanternalpha.com/en/research/investment-regimes-not-single-forecasts/</link><guid isPermaLink="true">https://lanternalpha.com/en/research/investment-regimes-not-single-forecasts/</guid><description>Why the core question is rarely a single forecast, but which regime the market is migrating into — and how to identify the transition before the consensus does.</description><pubDate>Wed, 18 Mar 2026 00:00:00 GMT</pubDate><category>Investment</category><category>regimes</category><category>allocation</category><category>volatility</category><category>positioning</category></item><item><title>Signals Under Uncertainty</title><link>https://lanternalpha.com/en/research/signals-under-uncertainty/</link><guid isPermaLink="true">https://lanternalpha.com/en/research/signals-under-uncertainty/</guid><description>A research note on separating durable signals from narrative noise — what makes a signal informative, falsifiable, and decision-relevant.</description><pubDate>Fri, 27 Feb 2026 00:00:00 GMT</pubDate><category>Markets</category><category>signals</category><category>uncertainty</category><category>reflexivity</category><category>risk</category></item></channel></rss>