A Bear Market Rally for Bitcoin
Bitcoin surged past $73,000 this week—remarkably strong amid an escalating Middle East conflict. Yet the base case remains: this is a bear market rally until proven otherwise.
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A New Shock to the Global Economy
After the U.S.-Israeli strikes on Iran, oil and gold surge while markets turn red. What's the plan for Iran? What does the Strait of Hormuz threat mean for inflation, markets, and bitcoin?
The Monster Under Your Bed
Bitcoin hovers around $66,000—surprisingly stable given this week's chaos: unlawful tariffs, a dystopian AI report rattling markets, and the hunt for scarcity in an age of deflation.
From Scam Culture to Web 4.0
OpenClaw developer Peter Steinberger banned the word 'crypto' from his server. His reaction reveals the damage opportunists inflict on the crypto world. Behind this noise, work continues on Web 4.0 and autonomous AI agents.
Bitcoin's Long-Term Thesis
Bitcoin drifts sideways around $68,000. We're in a bear market, and sentiment is gloomy. Bitcoin has failed, many say. But what's the actual long-term outlook?
AI Agents Need Money Too
Stripe enables AI agents to pay autonomously with USDC on Base. The x402 protocol makes payment part of digital communication. Is this the first step toward a true machine economy—and a new crypto narrative?
A Plan for the Bear Market
After the February 5th capitulation to $60,000, the market has settled. No more doubt: this is a bear market. When do we get back in? What's the right plan now?
No Culprit, But Still a Crash
After early February's capitulation, investors are searching for what caused the bitcoin crash. The answer is more complex than expected. No single villain—but a clear shift in the market.
Capitulation
Bitcoin plunged from $73K to $60K on February 5—one of the biggest crashes in its history. What does this mean for our scenarios? We reveal our price and time targets for this bear market.
A Month Without a Compass
January 2026 felt like a year crammed into one month. From geopolitics to the Epstein files: why so many simultaneous events lead to norm erosion, anomie, and unrest.