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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.
A bond trader explains Treasury buybacks, bill-heavy issuance, repo crisis risk, managed Fed rate cuts, the eurodollar financial war, and why Bitcoin is...
Roman Yampolski, who coined the term AI safety, argues superintelligence is uncontrollable, predicts AGI by 2027 and 99% unemployment, and explains what...
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...