WatchSignal vs. Noise
Mamdani Is Just the Beginning The United States just crossed the $40 trillion debt milestone, and new Treasury data shows foreign buyers pulling back. Jackson M…
WatchFinal Settlement
NVIDIA Just Became AI's Central Bank This week Michael, Liam, and Brian open on NVIDIA becoming the "Federal Reserve of AI," the $500 billion in seller financing behin…
WatchSignal vs. Noise
Gen Z Made Polymarket Its Retirement Plan Gen Z is moving money out of the stock market and into sports betting. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael T…
Deep Dive
Is Onramp Safe? A Direct Answer, With Receipts Onramp is a Bitcoin financial services company whose custody is built so that no single organization, including Onramp itself, can…
Jackson Mikalic
Aug 13, 2026
WatchThe Last Trade
BlackRock Just Came For Your Cold Storage The team opens on BlackRock cutting the IBIT in-kind conversion minimum from $25M to $1M, and argues the post-Cold Card rush from…
Reports
The True Cost of Bitcoin Custody and Insurance Every bitcoin holder wants maximum protection. Far fewer will pay for it, and the gap between those two positions is where custody…
Michael Tanguma
Aug 13, 2026
WatchSignal vs. Noise
Saylor Sells Bitcoin, Trump Media Buys In Michael Saylor's Strategy is selling bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Li…
WatchFinal Settlement
Bitcoin's Worst Month, No Flinch The CLARITY Act has slipped to a September 15 Senate vote, and bitcoin did not move. This week Michael, Liam, and Brian make the c…
WatchSignal vs. Noise
Gold Breaks Out as the Fed Turns Dovish Jackson Mikalic, Michael Tanguma, and Brian Cubellis break down four stories on the shot clock: gold's roughly $200 breakout follo…