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We publish the research behind the decisions, the metrics, the math, and the regulatory architecture shaping digital finance.

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

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.
America's Great Financial Upgrade

America's Great Financial Upgrade

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

The Ethereum Inflection Point

An Ethereum Investment Thesis from Quantum & Patriot Advisory.

Latest

Sep 14
The Vote Count, Not the Narrative

The Vote Count, Not the Narrative

The market is pricing a 90 percent chance the Federal Reserve raises rates this week. That number comes from two
3 min read
Sep 10
The Law Needs the Proof

The Law Needs the Proof

Washington keeps talking about the CLARITY Act like Ethereum is waiting on it.
5 min read
Sep 08
The Kingdom That Owed Too Much

The Kingdom That Owed Too Much

A Quantum Capital allegory — our read on current Treasury and Fed dynamics, not a factual account of anyone's stated intentions.
3 min read
Sep 08
The War Wall Street Is Watching

The War Wall Street Is Watching

It isn’t in the Middle East. It’s in bond auctions, repatriation flows, and a repo facility most allocators never look at.
4 min read
Sep 01
Retail Will Hate This Rally

Retail Will Hate This Rally

The pieces were all public. None of it was hidden.
3 min read
Aug 29
This Week’s Actions

This Week’s Actions

Friday, August 28 — Jackson Hole Fed Chairman Kevin Warsh delivered his first Jackson Hole keynote as Chairman, titled “In Our
3 min read
Aug 27
How the Story Gets Told to You

How the Story Gets Told to You

Every few days, a headline tells you the Fed is trapped. Growth is slowing. Inflation is hot. The Chairman is
3 min read
Aug 26
The Defining Market Event of 2026 Is Here

The Defining Market Event of 2026 Is Here

A note from Mark Berube and Ike Fontaine, Co-Founders
3 min read
Aug 24
Reading Past the Headline: Bessent, Warsh, and the Week Ahead

Reading Past the Headline: Bessent, Warsh, and the Week Ahead

A note from Mark Berube and Ike Fontaine, Co-Founders This is an educational piece, not a trade call. Our
6 min read
Aug 21
Policy Assurance

Policy Assurance

Markets rarely fall apart because bad news arrives. They fall apart when investors stop believing anyone will do anything about it.
13 min read
Aug 07
Clarity Act: No One Knows Yet

Clarity Act: No One Knows Yet

Introducing Our Intrinsic Value Framework
6 min read
Aug 02
CLARITY and GENIUS — Where Things Actually Stand

CLARITY and GENIUS — Where Things Actually Stand

Purpose Two federal crypto frameworks are live right now, and they are not the same story. CLARITY is a bill
5 min read

Insights from Mark Berube

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