Get Weekly Analysis

Fundamental analysis of digital assets delivered to your inbox every week through our Substack publication.

Join 19,000+ subscribers reading BitFinance

Subscribe to BitFinance
BlackRock’s new Bitcoin Income ETF Sells the Only Days That Matter
June 24, 20266 min read

BlackRock’s new Bitcoin Income ETF Sells the Only Days That Matter

The income is real, and it costs you the part of Bitcoin you came for.

The 100-Year-Old Receipt That Will Put Bitcoin in Your Brokerage Account
June 20, 20269 min read

The 100-Year-Old Receipt That Will Put Bitcoin in Your Brokerage Account

A boring piece of 1927 plumbing might do what no ETF can: hand you a direct, one-to-one claim on Bitcoin, sitting right next to your stocks.

Coinbase Made an AI Your Fiduciary. Read the Fine Print.
June 18, 20268 min read

Coinbase Made an AI Your Fiduciary. Read the Fine Print.

Coinbase registered an AI agent with the SEC as an investment adviser. Here’s what it can do, what it can’t, and who it’s for.

Most Crypto Tokens are Uninvestable by Design
June 16, 20268 min read

Most Crypto Tokens are Uninvestable by Design

Cheap isn't a floor, partnerships aren't a claim, and decentralization was built to remove the one thing that lets an asset hold value: a moat.

The IPO Is the Exit. You're the Liquidity.
June 14, 202610 min read

The IPO Is the Exit. You're the Liquidity.

Buffett's five-second rule, 4,000 new SpaceX millionaires, and the question of who's really buying at the open. (also, go NICKS! 🏀)

1,000 Advisors, $28 Trillion in AUM, and Only 1 Crypto Panel
June 12, 20266 min read

1,000 Advisors, $28 Trillion in AUM, and Only 1 Crypto Panel

What the largest RIA gathering in America just told us about the future of digital assets.

How to Go From Idea to Usable Tool With AI in a Weekend
June 9, 20266 min read

How to Go From Idea to Usable Tool With AI in a Weekend

I built a working study tool over a weekend without writing code. Here's the exact process, and the five steps to run it on whatever you wish existed.

Most Trading Ideas Deserve to Die ☠️
June 6, 20269 min read

Most Trading Ideas Deserve to Die ☠️

Inside the research engine we're building to test trading ideas, kill the ones that can't prove themselves, and keep the few that earn their place.

Saylor Finally Sold. Here’s the Part Nobody’s Pricing In.
June 4, 20266 min read

Saylor Finally Sold. Here’s the Part Nobody’s Pricing In.

Strategy sold Bitcoin to make a payment, and the product it built to always be worth $100 slipped below it. The numbers are small. What they’re telling us isn’t.

I Found a Way to Invest in the Robot Boom on the Nasdaq
June 2, 20267 min read

I Found a Way to Invest in the Robot Boom on the Nasdaq

RoboStrategy (BOT) lists a closed-end fund holding Figure AI, Apptronik, and other private humanoid robotics companies behind a single ticker. The opportunity is real, and so is the catch.

Capital That Thinks for Itself: My Bet on AI-Native Asset Management
May 30, 202610 min read

Capital That Thinks for Itself: My Bet on AI-Native Asset Management

Why I’m advising Duon Labs, the on-chain asset manager building a foundational AI model for modern financial markets

Tokenization’s Missing Buyers
May 28, 20265 min read

Tokenization’s Missing Buyers

Why tokenizing the right asset doesn’t matter if there’s no one set up to buy it.

Your Software Is About to Start Paying Its Own Bills
May 26, 20266 min read

Your Software Is About to Start Paying Its Own Bills

How agentic commerce found its way onto blockchain rails, and what every retail investor needs to understand before the next chapter.

I run my AI trading research engine from a Telegram chat now. Here’s the setup.
May 23, 20269 min read

I run my AI trading research engine from a Telegram chat now. Here’s the setup.

How a partner and I built an autonomous AI trading research agent using Claude Code, Tailscale, and Telegram, plus a practical walkthrough of how to build your own.

The 5 Crypto Risk Management Rules That Actually Work
May 21, 20266 min read

The 5 Crypto Risk Management Rules That Actually Work

The disciplines traditional investors live by, and what they actually look like in digital assets.

$1.75 Trillion Is About to Reprice Six Industries
May 19, 20267 min read

$1.75 Trillion Is About to Reprice Six Industries

Six layers underneath the SpaceX IPO, and the one nobody's pricing

My 18-Month Education Plan to Stay Ahead of AI
May 16, 20269 min read

My 18-Month Education Plan to Stay Ahead of AI

Six credentials, $11K, and the only career moat I trust as an investment professional. (and other fun stuff that happened this week!)

The Most Important Derivative Crypto Ever Built
May 14, 20267 min read

The Most Important Derivative Crypto Ever Built

How perpetual futures quietly became a $7 trillion market, and what they mean for the next decade of finance

Venice (VVV): The 30-Year Mortgage of AI Compute
May 12, 20269 min read

Venice (VVV): The 30-Year Mortgage of AI Compute

Why Venice is the most interesting AI ecosystem in crypto, plus three other AI plays I’m watching

Consensus 2026: What Allocators Are Actually Buying
May 10, 20267 min read

Consensus 2026: What Allocators Are Actually Buying

Five takeaways, three winners, three losers this week, and what I’m chewing on next.

Stay informed

Get the BitFinance newsletter delivered to your inbox.

Subscribe to BitFinance