M31 Capital
M31 Capital is a research-driven investment firm focused on identifying technology paradigm shifts before consensus.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 174 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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m31capital.substack.comLatest Issues
The Monthly Airdrop: March 2026
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- Bitcoin (BTC): U.S. spot BTC ETFs saw $206.6M in net outflows throughout February, as February 5th marked the highest daily trading volume to date. Institutional capital navigated headwinds that pushed...
The Monthly Airdrop: February 2026
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- Bitcoin (BTC): U.S. spot BTC ETFs recorded over $1.6Bn in net outflows in January as institutional capital rotated into precious metals and traditional equities. Citrea launched mainnet for the first Z...
The New Market Regime
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Broad altcoin underperformance since 2022 reflects a shift in underlying structure, not a typical cycle.
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The liquidity architecture that once transmitted capital broadly across the risk curve collapsed and was never rebuilt.
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Wha...
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The Monthly Airdrop: December 2025
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- Bitcoin (BTC): BTC opened November above $110k before selling off to $82k, the lowest price point since April. U.S. spot BTC ETFs saw $3.5Bn of net outflows throughout the month. Strategy lifted its ho...
Crypto's Moment of Clarity
On the surface, the crypto market’s 2025 performance hasn’t made much sense.
Macro conditions have been positive and fundamentals have never looked better:
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first pro-crypto administration in DC,
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acceleration of institutions issui...
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| Subscribers | Engagement | 59 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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M31 Capital is a research-driven investment firm focused on identifying technology paradigm shifts before consensus.
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