Analysis
Hyperliquid HIP-3 Explained: Crypto's Winner-Take-All
Hyperliquid HIP-3 made perpetual markets permissionless — and triggered a brutal cull. Here's why one venue took 97% of the flow and HYPE …
Market & Project Analysis
Deeper dives into market structure, tokenomics, on-chain data and the projects shaping the digital asset landscape.
Analysis
Strait of Hormuz Oil Shock: The Risk Markets Ignore
A Strait of Hormuz oil shock could reignite inflation, force a Bank of Japan rate hike, and trigger a yen carry trade unwind that hits …
Analysis
Why Is Tether Buying Gold? The Digital Dollar Warning
Why is Tether buying gold at record speed while holding $125B in US Treasuries? Inside the digital dollar giant's hard-money hedge and what …
Analysis
S&P 500 2026 Outlook: The Midterm Correction Setup
Benjamin Cowen's S&P 500 2026 outlook: a shallow June dip, a summer drift higher, then a 10–20% midterm-year correction into the autumn low.
Analysis
Gold Revaluation and the $10,000 Treasury Bond Thesis
Could a US gold revaluation reprice bullion to $10,000 an ounce? Inside the gold-backed Treasury bond thesis, Tier 1 gold, and the monetary …
Analysis
Is the Silver Rally Over? Tavi Costa on the Sell-Off
Is the silver rally over? Tavi Costa says the sell-off after Kevin Warsh's first Fed press conference is normal — and the structural case …
Analysis
AI Supercycle: Compute, Energy and Crypto's Third Wave
The AI supercycle reframes growth as compute versus energy — where bottlenecks replace recessions and crypto becomes the third-wave catch-up …
Analysis
Erik Voorhees: AI Privacy and Self-Sovereignty
Erik Voorhees argues AI privacy must be the default as machines merge with human thought. Here's his self-sovereignty case and the Venice AI …
Analysis
Strategy Death Spiral: Is Bitcoin Really Going to Zero?
Strategy's MSTR is down 82% and STRC broke its $100 peg. Is the death spiral real, or just another Bitcoin bear market? The cycle data, …
Analysis
Dollar Devaluation: M2 Hits Record $23.1 Trillion
US M2 money supply hit a record $23.1 trillion in May 2026, its fastest monthly jump in 5 years. Why dollar devaluation is the real …
Analysis
Clem Chambers: Fed 'Printathon' Means a Decade of Inflation
Clem Chambers argues Trump's Fed will be forced to print money for the industrial and AI buildout — meaning 5–9% inflation for a decade. …
Analysis
Bitcoin 2026 vs 2018: Cowen's Midterm-Year Map
Bitcoin printed a July low at 57,700 — echoing 2018's 5,743 bottom. Benjamin Cowen's midterm-year cycle map and DCA strategy, explained.