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10 Mar 2025
The Strategic Bitcoin Reserve is NOT a nothing burger
Recession fears spark sharp de-risking, pushing NDQ and SPX to September levels while BTC approaches pre-election levels. We see a disconnect between the fundamentally bullish SBR announcement and the recent sell-off, favoring accumulation ahead.
11 Mar 2025
Pectra: Good Tech, Lagging Price
Ethereum's Pectra upgrade will have a distinct focus on improving its lagging UX. The only thing lagging worse than Ethereum’s UX is ETH price, and we believe it will take more than Pectra to turn around ETH sentiment in an already depressed market.
13 Mar 2025

Binance Receives $2 Billion Investment

Binance receives a $2B investment from Abu Dhabi’s MGX, while rumors spread that the Trump family are also eager for a piece... but that's not all that happened this week!

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