Plus

2026 = dispersion; U.S. economy still a 5-stock trade. Trade quality barbell, keep optionality high, and exercise caution heading into CPI

11 Jan, 2026 13 Min Read

Fed stuck in a credibility corridor; BTC > $90k, ETH > $3k rebuild confidence, but dispersion stays high

30 Nov, 2025 16 Min Read

Crypto traded like the party is over and everyone’s slowly realizing it as BTC broke below $90k.

23 Nov, 2025 10 Min Read

Low-cap, pure "crypto card" play, processing ~2x its market cap in payments at $6M mcap ($60M FDV)

21 Nov, 2025 3 Min Read

Sentiment remains net negative. Positioning is cautious. Nerves are at all-time-highs. The “rising tide” myth is gone.

16 Nov, 2025 24 Min Read

io.net aggregates underused GPUs into a global decentralized network delivering scalable, low-cost AI compute power.

12 Nov, 2025 22 Min Read

BTC in the driver’s seat: stealth liquidity set to return, alts still in deleveraging hangover.

09 Nov, 2025 18 Min Read