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The Watch List
Portfolio Alerts
July 31, 2026
The Watch List: Jupiter (JUP)
A deep dive on Solana's top trading platform
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July 29, 2026
Can the Economy Handle Rate Hikes?
Forecasting the path forward for BTC and the crypto markets
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July 24, 2026
The Watch List: Ethena (ENA)
Is Ethena poised for a comeback?
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July 22, 2026
BTC: Cycle Awareness Update
+ our views on the evolving macro setup
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July 17, 2026
Portfolio Management Alert: July 17, 2026
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July 17, 2026
The Watch List: Hyperliquid Q2 Update
Quarterly ecosystem update for serious investors
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July 15, 2026
Performance Review
Performance, key learnings, and portfolio management strategy.
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July 10, 2026
The Watch List: Solana Q2 Update
Ecosystem performance for serious investors
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