Last Sunday this brief ended with something specific to watch. Bitcoin had been stuck between roughly $82,500 and $87,000 for

Three weeks ago the Fed raised rates for the first time since 2023, and sixteen of eighteen officials signalled more

Bitcoin hit an eight-month high this week. Solana crossed $120 for the first time since January. Bitcoin ETFs erased a

Six weeks ago this brief started pointing at two dates. Both landed this week, about twenty-four hours apart. The CLARITY

Last Sunday we said crypto had shown “structural resilience” — the ability to rally against a hawkish Fed narrative because

Last week, Kevin Warsh’s hawkish Jackson Hole speech reset the entire market’s rate-cut expectations in a single day. This week

Last week, Bitcoin posted its biggest rally in two years and we called the coming six weeks “more consequential than