Research

August 26, 2026

Regime Shift?

Did BTC just enter the "early bull" phase of the next expansion?
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August 21, 2026

The Watch List: Circle (CRCL)

Is USDC the pre-cursor to a durable infrastructure moat?
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August 19, 2026

Is AI Entering the "DAT Season" Stage of the Cycle?

New financing and capital markets activity are screaming "late cycle"
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August 14, 2026

The Watch List: Robinhood (HOOD) Q2-26

Q2 performance review + an update on Robinhood Chain
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August 12, 2026

Did the U.S. Treasury Just Implement a "QE Lite" Policy?

An update on BTC market structure and building macro risks
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