analysis

Feb
19

The Fed Just Called Crypto "Utterly Useless" — While Congress Fights Over Whether to Bail It Out

Thursday was a weird day for crypto's relationship with Washington. In one corner, a Federal Reserve president called
3 min read
Feb
16
Harvard Cuts Bitcoin, Opens $87M Ethereum Position — The Institutional Rotation Is Here

Harvard Cuts Bitcoin, Opens $87M Ethereum Position — The Institutional Rotation Is Here

Harvard University's $56.9 billion endowment just made one of the most telling moves in institutional crypto to
2 min read
Feb
16
Harvard Buys $87M in Ethereum, Trims Bitcoin — But the Headline Misses the Real Story

Harvard Buys $87M in Ethereum, Trims Bitcoin — But the Headline Misses the Real Story

Harvard's endowment made its first ETH bet while cutting BTC by 21%. The real story isn't bearish — it's about a mNAV arb unwind and institutional rotation.
3 min read
Feb
16
Strategy Says It Can Survive $8K Bitcoin — But Can It Really?

Strategy Says It Can Survive $8K Bitcoin — But Can It Really?

Strategy says it can weather a Bitcoin crash all the way down to $8,000. The math technically works — but
3 min read