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Portfolio Management Alert: August 24, 2026
August 24, 2026

Portfolio Management Alert: August 24, 2026

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Is AI Entering the "DAT Season" Stage of the Cycle?
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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Did the U.S. Treasury Just Implement a "QE Lite" Policy?
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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Is the Fed Letting the Market Do the Tightening?
August 5, 2026

Is the Fed Letting the Market Do the Tightening?

The yield curve is steepening
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Can the Economy Handle Rate Hikes?
July 29, 2026

Can the Economy Handle Rate Hikes?

Forecasting the path forward for BTC and the crypto markets
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BTC: Cycle Awareness Update
July 22, 2026

BTC: Cycle Awareness Update

+ our views on the evolving macro setup
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Performance Review
July 15, 2026

Performance Review
Performance, key learnings, and portfolio management strategy.
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The Narrative is Shifting Again
July 8, 2026

The Narrative is Shifting Again
Fade or buy "the lows are in?"
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