23 Feb 2026
Deeply Defensive Derivatives
Another week, another drawdown. Defensive positions dominate, skews have returned to early-February highs, and funding rates remain compressed. We find BTC very attractive at current levels, with weekly RSIs approaching all-time lows.
22 Dec 2025
2025 - Year in Review
The past year has been a conundrum. Fundamentals are stronger than ever, yet BTC has underperformed major asset classes. When prices and fundamentals diverge, opportunities arise, and we believe 2026 sets the stage for a strong BTC resurgence.
06 May 2025
Navigating The Future of Altcoin Markets
This week’s Navigating Narratives marks the final edition in the series. With that, this article offers a snapshot of today’s crypto market and some key tips going forward as the wild altcoin space continues to evolve.
- 14 Jul 2025
- 26 Mar 2024
- 05 May 2025
- 27 Feb 2024






