Bi-weekly articles for long-term investors in digital assets.








Polymarket: Truth Machine
With $9 billion in trading volume in 2024 alone, Polymarket has become the world's largest prediction market. From presidential elections to global events, this deep dive explores how crypto-powered betting is revolutionizing how we process information.

Decoding Grayscale's Multi-Crypto ETF
Grayscale's new ETF tracks the CoinDesk 5 Index—not just the top 5 cryptos by market cap, but a complex institutional filter. From Index Universe to CD5, this four-tier methodology reveals where institutional money will flow next.

Bitcoin vs. M2
The relationship between Bitcoin and global money supply. Lyn Alden's research. The 12-week lead idea. AI Bitcoin price prediction based on the M2 model.