September 23, 2022
For Individuals and Corporations, stablecoins solve problems that traditional banking still cannot. Read more in our Stablecoins FAQ.
September 13, 2022
The Merge moved Ethereum from PoW to PoS. Learn all about the Merge in this Solidus Intelligence Report.
September 5, 2022
Brief account of how we arrived at the current monetary policy and system, inflation and how it connects to Bitcoin.
August 28, 2026
ETF flows sustain (BTC +USD 1,126MM, ETH +USD 713.60MM) but decelerate. BTC was rejected at its structural resistance (~USD 80–83K) and lost its first support after Warsh's restrictive turn; September hike odds jump to ~50%. Solana leads with +15.4% and a record inflow.
August 21, 2026
Market Commentary – Week 34, 2026 (Aug 17 – 21) Digital Assets recorded their largest weekly advance in nearly two years: BTC +23.3%, ETH +28.0% and SOL +21.3%. The move combined a U.S. Treasury liquidity injection (doubling its long-dated bond buybacks), signals favorable to Digital Assets from Washington, and a historic short squeeze: on August 19, close to USD 2.99 billion in positions were liquidated, ~92% of them shorts, with USD 1.74 billion in 24 hours — the second-largest such event on record. ETF flows, moderate mid-week, accelerated sharply in the second half: BTC +USD 1,610MM (IBIT contributed USD 503MM in a single session), ETH +USD 508.60MM and SOL +USD 18.70MM. Institutional backing shifted from tepid to emphatic. Still, on-chain data qualify the move: per analyst Maartunn, close to 49,000 BTC moved to exchanges on August 20, a sign of sell-side positioning into the advance. BTC trades around USD 77,500 (+23.3%). ETH ~USD 2,400 (+28.0%). SOL ~USD 91 (+21.3%). We maintain prudence with a focus on September, where the decisive catalysts concentrate: jobs (~Sep 4), CPI (~Sep 11) and, on September 15–16, the CLARITY Act cloture motion alongside the Fed's decision.
August 14, 2026
The July CPI confirms the moderation of inflation, but BTC ETFs revert to outflows (-USD 329MM) and price retreats: in a lower-liquidity month, flow dominated over macro. Solana diverges to the upside. Signs of deepening institutionalization: ETH treasuries and Norway's sovereign wealth fund.
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August 7, 2026
A weak jobs report rebalances the Fed and institutional flows return in force (BTC ETFs +USD 763.60MM). BTC and ETH recover ~3%. The CLARITY Act falls short of a vote before the recess; it shifts to September.
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November 7, 2022
Newsletter #52
October 31, 2022
Newsletter #51
October 24, 2022
Newsletter #50
October 17, 2022
Newsletter #49
July 5, 2021
Paul Jones & Lorenzo Giorgianni
Legendary Investor Paul Tudor Jones lays the case for Bitcoin as the "fastest horse" to combat inflation and why he's investing 2% in BTC.
October 7, 2020
Square, Inc
On October 7th, 2020, Square, Inc purchased approximately 4,709 bitcoin at an aggregate purchase price of US$ 50M.
October 1, 2020
Fidelity Digital Assets - Ria Buthoria
Analysis by Fidelity's Research Team in Bitcoin as an alternative investment asset and its impact in on traditional stock & bond portfolios.
September 17, 2020
Ark Invest - Yassine Elmandjra
'While many investors question its merit, in our view bitcoin is the most compelling monetary asset since gold.'