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| Platform | Pricing | Freemium | Publishes | Daily | |
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| Issues | 882 | Founded | 3 years ago | Last Issue | 4 days ago |
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Actionable Market Insights
One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
On May 16, we told subscribers: stop treating Bitcoin as an inflation hedge. It isn't.
It's a liquidity hedge. It rises when monetary conditions loosen. It falls when they tighten.
At the time, markets had moved from pricing 2.6 F...
Before the Consensus Catches Up
Few investments have taught so many retail investors so much about NAV premiums, mNAV mechanics, and structural wealth transfers. The tuition was $4.6 billion. The actual losses are $10 billion.
Before the Consensus Catches Up
We have been bearish on Ethereum and vocal about its structural flaws since at least last October, when we identified it as the easier short of this bear market. At $3,800, there was little reason to own it,...
The Week Ahead in Crypto Markets
After last week’s sharp selloff, Bitcoin sits in technically oversold territory, and a brief bounce early this week looks likely. But don’t mistake a relief rally for a recovery.
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The writers behind this newsletter.
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