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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 is hovering right now
12 minute read
Bitcoin is stuck under $67k. We break down what has to go right for a breakout, plus Hormuz, the AI earnings split, and why compute is the new oil.
Four AI bets, two report cards
12 minute read
Amazon and Microsoft rallied, Alphabet and Meta fell, all four beat estimates. This week's Probably Nothing on why AI capex now needs a customer attached.
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.
Bitcoin’s identity crisis
12 minute read
Bitcoin slipped to the 13th largest asset in 2026. Is the digital gold thesis dead or just delayed? Inside the Bitcoin vs gold debate and what comes next.