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Clear analysis of the videos, papers, and conversations shaping what comes next.
Whales added $2.9 billion in Bitcoin while retail sold. Mark Moss breaks down institutional filings, Treasury buyback signals, and why higher rates favor...
Jordi Visser explains why Fed rate hikes, oil prices, and doomer forecasts matter less as AI earnings, crypto tokenization, and the Clarity Act reshape...
Why rising global yields signal growth and inflation, how $350T in debt versus $120T in GDP forces a global money print, and what it means for Bitcoin.
Lyn Alden on why Treasury buybacks signal fiscal dominance, why rate hikes can't fix fiscal-driven inflation, and what it means for Bitcoin and scarce assets.
Jordy Visser on why a 200 basis point rate rise barely affects AI margins, why suppressed yields favor Bitcoin, and how AI agents reshape investing.
Strategy's Q1 2026 call marked a pivot: the company says it will sell Bitcoin when accretive, fund dividends from capital gains, and double Bitcoin per...
A quiet Treasury move to buy back long bonds hints at financial repression, not a liquidity bazooka. Lyn Alden explains why Bitcoin and gold rallied, why…
Strategy, a company focused on Bitcoin and digital assets, is developing digital credit instruments like STRC to bridge traditional finance with the digital…