Analysis
Strategy STRC: Is the 11.5% Bitcoin Yield Safe?
Strategy's STRC (Stretch) pays 11.5% and trades below its $100 par. Here's what the Bitcoin-backed yield is, why below par isn't a break, …
Market & Project Analysis
Deeper dives into market structure, tokenomics, on-chain data and the projects shaping the digital asset landscape.
Analysis
The Biggest Crypto Investing Mistake, Per Raoul Pal
The biggest crypto investing mistake, per Raoul Pal, is timing the cycle. Sell early and you break compounding — his network-adoption …
Analysis
Is the Bitcoin Four-Year Cycle Dead? Cowen Says No
Is the Bitcoin four-year cycle dead? Benjamin Cowen argues 2026 is a less volatile replay of 2018 — same lows, same rhythm — and shares his …
Analysis
Where Is the Bitcoin Bottom? 3 On-Chain Signals
Where is the Bitcoin bottom? Investor Mark Moss says three on-chain signals plus the 200-week moving average mark deep value, not the exact …
Analysis
Is XRP Decoupling From Bitcoin? ETF Flows Say Maybe
Is XRP decoupling from Bitcoin? Strong XRP ETF flows and whale accumulation are diverging from Bitcoin as MicroStrategy sells to fund …
Analysis
Why AI Agents Need Crypto Rails: Raoul Pal
Why AI agents need crypto rails: banks can't settle machine-speed payments, so Raoul Pal says layer-1 blockchains are the agent economy's …
Analysis
Return on Equity vs ROI: The Number the Rich Track
Return on equity vs ROI is the metric split that separates stalled savers from wealth builders. Here is how the 1% engineer returns using …
Analysis
Hyperliquid HIP-3 Explained: Crypto's Winner-Take-All
Hyperliquid HIP-3 made perpetual markets permissionless — and triggered a brutal cull. Here's why one venue took 97% of the flow and HYPE …
Analysis
Strait of Hormuz Oil Shock: The Risk Markets Ignore
A Strait of Hormuz oil shock could reignite inflation, force a Bank of Japan rate hike, and trigger a yen carry trade unwind that hits …
Analysis
Why Is Tether Buying Gold? The Digital Dollar Warning
Why is Tether buying gold at record speed while holding $125B in US Treasuries? Inside the digital dollar giant's hard-money hedge and what …
Analysis
S&P 500 2026 Outlook: The Midterm Correction Setup
Benjamin Cowen's S&P 500 2026 outlook: a shallow June dip, a summer drift higher, then a 10–20% midterm-year correction into the autumn low.
Analysis
Gold Revaluation and the $10,000 Treasury Bond Thesis
Could a US gold revaluation reprice bullion to $10,000 an ounce? Inside the gold-backed Treasury bond thesis, Tier 1 gold, and the monetary …