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Has Bitcoin Bottomed?

Has Bitcoin Bottomed?

In this week's newsletter, we look at the pre-IPO market ahead of SpaceX's debut, and the growing race to invest in robotics

June 5th, 2026
Back Into Bonds

Back Into Bonds

In this week’s newsletter, we look at Ethereum's comeback and HYPE's explosive resilience.

May 29th, 2026
Bonds Breaking

Bonds Breaking

In this week’s newsletter, we cover Tether’s EU squeeze and Hyperliquid’s push toward all-in-one finance.

May 19th, 2026
High Demand

High Demand

In this week's newsletter, we look at in-coming Fed chair Kevin Warsh’s crypto credentials, and Hyperliquid’s HIP-4 upgrade.

May 13th, 2026
Institutions Fear DeFi

Institutions Fear DeFi

In this week's newsletter, we examine Morgan Stanley’s concerns surrounding Bitcoin and crypto more broadly, and retail access to private markets.

May 6th, 2026
Will ETH Outlast BTC?

Will ETH Outlast BTC?

In this week's newsletter, we examine the stealth rise of dollar-backed stablecoins and Ethereum’s new institutional bull case.

April 27th, 2026
A Fraught Fortnight

A Fraught Fortnight

VC dumping tactics and the rise of hyper-speculation: this week’s newsletter breaks down the trends shaping markets now.

April 21st, 2026
A Fraught Fortnight

A Fraught Fortnight

In this week's newsletter, we take a look at another critical substance that’s just become scarcer — helium, and Claude Mythos preview.

April 13th, 2026
Limp TACOs

Limp TACOs

In this week's newsletter, we examine naphtha's importance in the crude oil refining process, and break down artificial intelligence's ups and downs last month.

April 6th, 2026
The Clock is Ticking

The Clock is Ticking

In this week's newsletter, we summarize insights from a recent Coinbase-EY report, and the stablecoin yield problem.

April 1st, 2026
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