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Volatility-Proof Loans Sound Great. That’s the Problem.
July 14, 20265 min read

Volatility-Proof Loans Sound Great. That’s the Problem.

Strike’s new bitcoin loan promises you can never be liquidated by a price crash. I’ve helped facilitate $40 million of these loans, and I know the first question to ask.

A $500 Gaming Card Is Beating $500 Million AI Trading Models
July 12, 202611 min read

A $500 Gaming Card Is Beating $500 Million AI Trading Models

Finance finally has a tournament anyone can enter and nobody can rig. A company we advise just stepped into the arena.

The Company That Tokenized Itself
July 9, 20268 min read

The Company That Tokenized Itself

Securitize just became the first public company to put its own stock on-chain the same day it listed on the NYSE. Here's the story, plus a full fundamental look through the eyes of a value investor.

Buffett's Favorite Business Is Coming On-Chain
July 7, 20266 min read

Buffett's Favorite Business Is Coming On-Chain

Berkshire Hathaway was built on insurance float, a machine most investors have never been allowed to own a piece of. Tokenization is putting the seller's seat within reach for the first time.

I Published 75 Articles in 6 Months. Here’s What It Taught Me About Building a Personal Brand.
July 5, 20269 min read

I Published 75 Articles in 6 Months. Here’s What It Taught Me About Building a Personal Brand.

A mid-year letter on consistency, the lessons no growth guide mentions, and a thank-you to the readers who made BitFinance a conversation instead of a diary.

Elon Is Paying 6% on Your Cash. The Math Says He Can't.
July 3, 20266 min read

Elon Is Paying 6% on Your Cash. The Math Says He Can't.

Every legitimate savings account in America prices below the Fed's rate. X Money sits above it. That gap is either a bribe or a breakthrough, and I think I know which.

Michael Saylor’s "Never Sell" Bitcoin Strategy Just Got Edited
June 30, 20265 min read

Michael Saylor’s "Never Sell" Bitcoin Strategy Just Got Edited

Strategy built a five-part rescue kit for the product that broke this month. The part worth watching turns its most famous promise into a tool it can use.

Stop Prompting Your AI. Start Looping It.
June 27, 20269 min read

Stop Prompting Your AI. Start Looping It.

Asking AI to do something for you is the first step. But the workforce is reorganizing around people who can build loops, and you can be one of them.

How (and Why) I Own Quantum Tech Without Having to Pick the Winner
June 26, 20267 min read

How (and Why) I Own Quantum Tech Without Having to Pick the Winner

A single ETF holds the pure-plays, the giants, and the security layer behind one ticker. The opportunity is real, and so is the catch.

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

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