Running Scheme Language on WebAssembly

infrastructure building pass

Feb 07, 2026

Hoot is a project that enables running the Scheme programming language within WebAssembly, a low-level binary instruction format for a stack-based virtual machine, enabling high-performance execution of code on the web.

This matters because expanding WebAssembly to support languages like Scheme reflects a shift toward language diversity in web development, challenging JavaScript's dominance and enriching the web's programming ecosystem.

Source

Thesis Direction

Accumulating structural pressure on existing market participants suggests asymmetric positioning opportunity as capital flows redirect toward emerging infrastructure layers and adjacent service providers.

Research Questions

Which incumbents face the most concentrated margin compression from this shift?
What is the realistic timeline for regulatory clarity in the affected segments?
How are institutional allocators currently positioned relative to this theme?

Candidate Tickers

ACME (Acme Holdings Corp)
Primary beneficiary of structural demand shift with expanding addressable market.
XMPL (Example Industries)
Infrastructure provider with significant operating leverage to increased adoption.

Full Analysis Available

Detailed signal analysis, investment thesis, candidate tickers, and exposure data.