Tyler Evans breaks down Bitcoin's post-bear setup: Fed policy, bond yields, surging ETF accumulation, and why U.S. midterms are pivotal heading into 2027.
Ahead of Fed and BOJ rate calls, Duke Waldrop explains how yen carry unwinds hit 24/7 Bitcoin liquidity and why Metaplanet trading below NAV is an opportunity.
Metaplanet moves to the U.S. to issue preferreds. Allard Peng breaks down the capital pool, parent support questions, and why it's accretive to common shares.
UTXO Management's Loren Asmus: Bitcoin isn't a trade, but a portfolio staple. He breaks down institutional adoption, retention, and why education is key.
UTXO Management has launched a dual-class digital credit income fund that offers a senior income tranche targeting fixed monthly yields and a total return tranche focused on leveraged upside.
Guillaume Girard of UTXO Management argues that while a quantum computer capable of breaking Bitcoin may never arrive, the network must prepare now because protocol changes move slowly, like a state legislature.