Podcast Episodes

[REPLAY] Deep Dive Special: What is Money?

This is a replay of our special report, originally published on July 27, 2025.

This Deep Dive into Money's History and Bitcoin's Place, offers a compr…

3 months, 3 weeks ago

The Week That Was

Executive Summary

The first week of March 2026 has witnessed a fundamental structural transformation in the digital asset market. Bitcoin (BTC) transi…

3 months, 3 weeks ago

Deep Dive 3/6/26

Executive Summary

The last 24 hours saw a pivotal transition in the Bitcoin ecosystem from a state of aggressive institutional buoyancy to one of tact…

3 months, 3 weeks ago

Deep Dive 3/5/26

Executive Summary

The reporting period of March 4–5, 2026, marks a structural paradigm shift in the digital asset ecosystem, characterized by the aggr…

3 months, 3 weeks ago

Deep Dive 3/4/26

Executive Summary

As of March 4, 2026, the Bitcoin market has entered a phase of absolute macroeconomic decoupling, characterized by a 7% intraday sur…

3 months, 3 weeks ago

Deep Dive 3/3/26

Executive Summary

As of March 3, 2026, the Bitcoin market has undergone a significant structural shift, characterized by “Institutional Decoupling” am…

3 months, 3 weeks ago

Deep Dive 3/2/26

Executive Summary

As of March 2, 2026, the Bitcoin ecosystem is characterized by a complex interplay between localized price depreciation, extreme geo…

3 months, 4 weeks ago

The Debate: Jane Street and the 10:00 dump

The team examines allegations of market manipulation against Jane Street following a recurring intraday price drop in Bitcoin known as the “10:00 AM …

3 months, 4 weeks ago

The Week That Was

Executive Summary

The final week of February 2026 was characterized by a fundamental shift in Bitcoin’s market structure, driven by severe geopolitica…

4 months ago

Deep Dive 2/27/26

Executive Summary

The last 24 hours marked a pivotal phase of “institutional enclosure” for the Bitcoin ecosystem. Market microstructure is currently …

4 months ago