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The Chips Are Down

The Chips Are Down

In this week's newsletter, we explore the risks of crypto self-custody and exchange security, the Democrats' midterm sweep, and what it means for crypto regulation.

November 9th, 2026
Withdrawal Symptoms

Withdrawal Symptoms

In this week's newsletter, we examine why AI executives are cashing out billions and unpack Hyperliquid's deals with ICE, Kraken, Ripple, and Pump.fun, including what they mean for HYPE's future.

November 2nd, 2026
Print Preview

Print Preview

In this week's newsletter, we unpack the debt-fueled Stargate AI infrastructure project and explore whether AI breakthroughs could threaten crypto wallet security sooner than expected.

October 13th, 2026
Pause For Thought

Pause For Thought

In this week's newsletter, we track where the world's wealthy are moving their money and examine whether tokenized RWAs can turn surging issuance into real on-chain demand.

October 5th, 2026
Hold My Beer

Hold My Beer

In this week's newsletter, we break down how to build lasting wealth in crypto, why the CLARITY Act stumbled in the Senate and what the SEC and CFTC are doing next.

September 21st, 2026
Hike or Hold?

Hike or Hold?

In this week's newsletter, we explore Wall Street's move on-chain, and whether Kraken's Ink can realistically rival Robinhood Chain.

September 14th, 2026
Warsh Hits the Brakes

Warsh Hits the Brakes

In this week's newsletter, we unpack the US debt crisis and the brutal reality behind chasing 100x crypto returns.

August 31st, 2026
Script Got Flipped

Script Got Flipped

In this week's newsletter, we examine the growing debate over central bank independence, and the SEC's proposed rulebook for regulated crypto token offerings in the US.

August 24th, 2026
Bitcoin’s Summer Holiday

Bitcoin’s Summer Holiday

In this week's newsletter, we explore Wall Street's growing interest in Ethereum over Bitcoin, and why memory and power are emerging as the biggest bottlenecks in the AI boom.

August 17th, 2026
Jobs ⬇️, Crypto ⬆️

Jobs ⬇️, Crypto ⬆️

In this week's newsletter, we unpack Visa's latest stablecoin bet and the spectacular collapse of Situational Awareness's highly leveraged AI trade.

August 11th, 2026
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