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04 · The method

04 · The method

The edge, the method, the markets.

Three long-form pages. Four market deep-dives. Three live data products. Every number traces to a primary source.

Long-form research01 / 03
  1. The edge

    Why the regulated cohort reaches exit 2.22x as often.

    Observed exit incidence and the round-size uplift from seed to Series D+. The empirical pattern behind the thesis.

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  2. Methodology

    How the universe is classified.

    The T1 licence-as-barrier and T2 compulsion-as-barrier screen, the source registers it reads, and the limits of the method.

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  3. References

    Every cited source, every dataset.

    The bibliography. Public datasets and primary-source references behind every number on the site.

    Open the page →
The four markets02 / 03
  1. AU

    Why Australia.

    Open the chapter →
  2. JP

    Why Japan.

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  3. NZ

    Why New Zealand.

    Open the chapter →
  4. SG

    Why Singapore.

    Open the chapter →
Live data products03 / 03
  1. Index

    The Necessity Index.

    19,416 four-market companies against the T1 / T2 Necessities. Cross-referenced against 174 four-market regulations.

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  2. Calendar

    The Crystallisation Window.

    Thirty-four in-flight regulations across the four markets, dated 2024 to 2030. Peak 2027.

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  3. Scoreboard

    Five falsifiable predictions.

    Five Structural Certainties. Five testable predictions on the dataset. The window is open.

    Open the product →
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