Weekly knowledge for
investors in digital assets.

Treasury companies are a completely new market play. We explore their strengths and weaknesses, and the four new Strategy tickers.

Jeff Park's radical framework shows why traditional stock-bond portfolios no longer work and proposes a new 60/40 split: compliance vs. resistance assets for the modern financial landscape.

45% of the funds AUM are managed with market cap weighting, but this strategy works even better in crypto. We explore how to change any portfolio into a personal ETF.

The GENIUS Act cements stablecoins as Web3's killer app and the new "digital dollar". We explore the geography of stablecoins and the GENIUS Portfolio, a thesis for investing in the underlying blockchain infrastructure.

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.

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.

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.