Mar 27

Quantum Tracker | Regulatory Signal Update - March 2026

The CLARITY Act's longest-running sticking point just cleared. But the more important story is what it's traveling with — and what that means for anyone watching Ethereum as infrastructure.

Mar 27, 2026

6 min read

Mar 18

Inflation to Deflation: The Math Behind Ethereum's Coming Supply Shock

The network is issuing more ETH than it's burning. Most people read that as a problem. We read it as a network sitting at the edge of a structural inflection - and we've done the math to show what happens when it crosses.

Mar 18, 2026

13 min read

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.

Mar 7, 2026

10 min read

Mar 06

Understanding Convexity

A Mathematical Framework for Non-Linear Payoffs

Mar 6, 2026

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

Feb 19, 2026

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.

Feb 13, 2026

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'"

Feb 6, 2026

14 min read

Jan 31

Don't Get Spoofed Out of Ethereum

How Market Manipulation Works and Why It Won't Last

Jan 31, 2026

11 min read

Jan 28

The Thesis Meets the Mainstream

Ethereum represents both convexity and asymmetric opportunity

Jan 28, 2026

5 min read

Jan 24

Ethereum Weekly View: Structure Over Noise

PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026

Jan 24, 2026

2 min read

Jan 16

America's Great Financial Upgrade

The US Government's Systematic Migration of Wall Street to Blockchain

Jan 16, 2026

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.

Jan 12, 2026

9 min read