Speculation in an Attention-Constrained Market
1/30/2026
Bitcoin Update: The State of U.S. Crypto Regulation
1/28/2026
2026 Themes and Q4 2025 Wrap
1/9/2026
The Race for the Speculative Wallet
Research
What the Coldcard Exploit Means for Bitcoin Custody
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Crypto Firms Going Gently into that Good Night
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CLARITY’s Next Test: Cloture, Coalition and the Clock
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Q2 2026 Review: Leverage, Not Spot Demand, Is Driving Bitcoin While Value and Momentum Buyers Wait
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Strategy: Well-Collateralized, But Flywheel is Market-Access Dependent
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Bitcoin's Protection under the First Amendment
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Perspectives
The Race for the Speculative Wallet
Research
What the Coldcard Exploit Means for Bitcoin Custody
Research
Crypto Firms Going Gently into that Good Night
Research
CLARITY’s Next Test: Cloture, Coalition and the Clock
Research
The CLARITY Act: Market Structure, the Bank Lobby, and the Chevron Boomerang
Research
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