
October 9, 2026
The dovish turn reverses: Fed minutes reaffirm the restrictive bias and oil climbs back to ~USD 105. ETF demand turns to selling (BTC -700MM). BTC holds up; ETH and SOL fall harder. Caution.
October 2, 2026
A dovish turn with caveats: weak jobs cut October hike odds to ~20%, but PCE improved on a method change and the 10-year is at highs since 2002. ETF demand freezes. Strategic caution.
September 25, 2026
Demand confirmed: BTC ETFs take in USD 2,251MM and BTC clears resistance. But the ceiling is macro: the Fed leans to hike (Oct >70%) and yields jump to highs. Strategic caution.
September 18, 2026
A loaded macro week —CLARITY fails, the Fed hikes for the first time since 2023, the BoJ hits a 31-year high— yet BTC breaks USD 80,000. ETFs turn to buying Friday. Strategic caution.

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February 17, 2022

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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.'