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The weekly briefing that brings together the most important market moves, crypto narratives, and macro signals in one place. Delivered to your inbox, it's the sharpest way to stay ahead of what's shaping digital finance.
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Bitcoin stops taking orders from Washington
12 minute read
Bitcoin rallied to $87,000 the same week the Fed hiked rates and the CLARITY Act died in the Senate. What is really driving the move, and what could end it.
The CLARITY Act was never the only door
12 minute read
The CLARITY Act died in the Senate, but the SEC is already writing crypto's rulebook. Why a failed vote barely moved Bitcoin, and what comes next.
Rebalancing costs more than you think
12 minute read
Institutional crypto intelligence: the rebalance that quietly leaks alpha, the SEC's first crypto rulebook.
Gold and Bitcoin are the same trade
12 minute read
Gold and Bitcoin are not rivals. They are the same bet against the currency they are priced in, at two different risk settings. This week from Luno.
Everything becomes a token eventually
12 minute read
Tokenisation left the demo phase. On-chain real-world assets hit $31bn by mid-2026. Six networks, six bets, one shift you can't ignore.
Ethereum is booming
12 minute read
Why Ethereum outperformed Bitcoin, what July's ETF flows reveal, and whether the rotation is real. Plus the Fed hold and tokenised metals on Luno.