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
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.

Five Layers Down: The Investable Stack Behind the Steroid Olympics
May 8, 20266 min read

Five Layers Down: The Investable Stack Behind the Steroid Olympics

Enhanced Games prices its IPO Today. The investment thesis runs deeper than the swim meet.

A Church With a Casino: Buffett's Market Warning
May 5, 20266 min read

A Church With a Casino: Buffett's Market Warning

Omaha was quieter than usual on Saturday. By Monday morning, Buffett's metaphor had become the whole market.

An Update on What We're Building, Where We're Going and How You Can Join!
May 3, 20269 min read

An Update on What We're Building, Where We're Going and How You Can Join!

The methodology, the stack, the roadmap, and how to be part of it from the start.

The Quiet Pivot Happening Inside Ripple
May 1, 20265 min read

The Quiet Pivot Happening Inside Ripple

A $4 billion transformation, the post-trade rails that nobody noticed, and why I hold both XRP and Bitcoin without contradiction.

Saylor at Bitcoin 2026: Bitcoin as Pure Collateral
April 29, 20265 min read

Saylor at Bitcoin 2026: Bitcoin as Pure Collateral

What Michael Saylor closed Day Two with, and why it matters more than the price action.

Thirteen Trading Trials, Zero Survivors
April 25, 20268 min read

Thirteen Trading Trials, Zero Survivors

Three famous market anomalies walked onto the beach this week. Five basis points sent them all home.

I Spent an Afternoon Talking About AI With a Local Nonprofit. Here’s What I Learned.
April 23, 20266 min read

I Spent an Afternoon Talking About AI With a Local Nonprofit. Here’s What I Learned.

A faith-based community here in Durham asked me to run a workshop for their operations team. Ten of us gathered in the library; here are the takeaways.

$13 Billion Walked Out of DeFi This Weekend
April 21, 20264 min read

$13 Billion Walked Out of DeFi This Weekend

A single attack froze $5 billion in depositor funds, dropped my Aave position 20% overnight, and rewrote how I think about crypto allocation.

Stay informed

Get the BitFinance newsletter delivered to your inbox.

Subscribe to BitFinance