02 Mar 2026
The worst is behind us; now we wait
Amid the war in Iran BTC and oil is green while most assets are red. Positioning remains heavily defensive and BTC sits near historic oversold levels. We believe the current risk-reward favors accumulation and view BTC as a strong buy in its current range.
22 Dec 2025
2025 - Year in Review
The past year has been a conundrum. Fundamentals are stronger than ever, yet BTC has underperformed major asset classes. When prices and fundamentals diverge, opportunities arise, and we believe 2026 sets the stage for a strong BTC resurgence.
06 May 2025
Navigating The Future of Altcoin Markets
This week’s Navigating Narratives marks the final edition in the series. With that, this article offers a snapshot of today’s crypto market and some key tips going forward as the wild altcoin space continues to evolve.
- 14 Jul 2025
- 26 Mar 2024
- 05 May 2025
- 27 Feb 2024
