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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
Gone Too Far

Gone Too Far

In this week's newsletter, we assess BTC’s case for safe haven status and look at recent happening in the industry.

March 23rd, 2026
A Test of Endurance

A Test of Endurance

In this week's newsletter, the full story of the recent Bitcoin ETF flows and AI revolution.

March 12th, 2026
March Madness?

March Madness?

In this week's newsletter, we dig into what’s going on with Vitalik Buterin's ETH sales and crypto's insider-trading problem.

March 2nd, 2026
The Dash to Cash

The Dash to Cash

In this week's newsletter, we explore what’s happened with the DXY and BTC, and the end of Ethereum's rollup-centric scaling strategy.

February 18th, 2026
How Low?

How Low?

In this week's newsletter, we look at how Epstein wormed his way into the world of crypto and dissect Hyperliquid's price action even as the broader market fell.

February 12th, 2026
Metal Mania

Metal Mania

In this week's newsletter, we break down a recent report from Fidelity and the rise of tokenised gold.

February 6th, 2026
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