Truth Within Trends

Stagflation and the Limits of Crypto Decoupling

Why Episodic Outperformance Has Failed to Produce Structural Independence from Equities

Private Credit Contagion and the DeFi Credit Thesis

How much stress is private credit facing, and how does this impact DeFi?

U.S. Crypto Regulation and the 2026 Midterms

How sustainable is the current positive regulatory environment?

The CLARITY Act and the Bifurcation of Digital Asset Markets

Examining the bill's potential effects across digital asset categories

The Case For BTC At $67,000

Outlook for a potential recovery based on Geopolitical Stress and Technicals

The Real Connection Between BTC and Software Stocks

Regime Convergence or Structural Identity Shift?

Strategy Has Real Problems

But A Death Spiral Isn't One of Them

Why Trump's Fed Pick Could Be A Problem For Bitcoin

The Biggest Debasement Trade in 45 Years Is Here

Why Gold and Silver Are Parabolic, But BTC Isn't

What Happens If Trump Gets His Fed?

Gauging potential rate cuts, inflation, recession, and more.