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When Stablecoins Aren’t Stable
Tether and the anatomy of a bank run (February, 2026)
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The Investment Case for Coinbase
Why we’re accumulating Coinbase here, with the stock down nearly 70% (February, 2026)
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What Worked, What Didn’t
A cross-asset market update and forward outlook (February, 2026)
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Bitcoin: Inflection Point
Our base case is now for a 50% correction in the price of Bitcoin towards $40k (February, 2026)
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Stablecoins
Reshaping finance and the future of money (January, 2026)
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Ethereum: Seeing In The Dark
Ethereum is fairly valued with meaningful adoption-driven upside potential (January, 2026)
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MSTR: A Technical Trade
The chart of MSTR reveals an attractive short-term buying opportunity with 57% potential upside (January, 2026)
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The Most Important Variable Investors Ignore
Time horizon is a decisive factor in shaping investment outcomes (January, 2026)
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NOVAGOLD: Deeply Mispriced
How one gold mining stock could deliver 180% returns (December, 2025)
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Gold & Silver: Opening Act or Curtain Call?
Signs the precious metals bull market is entering its final phase (December, 2025)
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Bitcoin: A New Type of Money
How bitcoin derives its value (December, 2025)
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The Denominator Effect
The single most important factor for higher asset prices (December, 2025)
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Uncle Sam wants you... to hold his bag
The role of gold & bitcoin in modern portfolios (December, 2025)
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The Bear Case
Market technicals suggest near term caution, while secular trends remain intact (November, 2025).