Baby Boomers at War Over Oil. Millennials at Peace with Digital Oil: ETHEREUM
Crude Hit $120. A Deleted Tweet Crashed It. Ethereum Didn't Blink. Here's Why.
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Mar 07
Baby Boomers at War Over Oil. Millennials at Peace with Digital Oil: ETHEREUM
Crude Hit $120. A Deleted Tweet Crashed It. Ethereum Didn't Blink. Here's Why.
10 min read
Mar 06
Understanding Convexity
A Mathematical Framework for Non-Linear Payoffs
10 min read
Feb 19
Wall Street's $1.4 Billion BMNR Investment
Why the Largest Asset Managers Are Deploying Billions Into Digital Asset Infrastructure
6 min read
Feb 13
The Great Wisdom In Opportunity Cost
There are two ideas that we believe sit at the foundation of building wealth. This letter is about what they mean and what they look like in practice.
7 min read
Feb 06
Inside the Bessent–Warsh Debt Architecture
"Treasury Secretary: Crypto 'Nihilists' Who Say They Don't Need CLARITY Act 'Should Move to El Salvador'"
14 min read
Jan 31
Don't Get Spoofed Out of Ethereum
How Market Manipulation Works and Why It Won't Last
11 min read
Jan 28
The Thesis Meets the Mainstream
Ethereum represents both convexity and asymmetric opportunity
5 min read
Jan 24
Ethereum Weekly View: Structure Over Noise
PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026
2 min read
Jan 16
America's Great Financial Upgrade
The US Government's Systematic Migration of Wall Street to Blockchain
6 min read
Jan 12
Ethereum's Institutional Trajectory - January 2026
The Senate Banking Committee votes on the CLARITY Act January 15th. Here's why that date matters for Ethereum's institutional adoption.
9 min read
Dec 23
The Ethereum Inflection Point
An Ethereum Investment Thesis from Quantum & Patriot Advisory.
10 min read
Dec 08
INVESTOR UPDATE - Early Dec 2025
For Patriot Advisory Group Investors
Written December 5 2025
5 min read