Five Layers of the New Crypto Bull Market

As crypto is entering a new bull cycle, which narratives will define it? We believe that five distinct layers are converging into one financial stack, giving this cycle a broader foundation than any single breakout category. This is the moment crypto evolved from a market for itself into the market structure for everything else.

AI Bubble or Not, Investors Should Manage the Risk Now

Is AI a bubble still an open question. Even if it is one, it could run for more years or break in the near term, and no one can time that with useful precision. We think the better response is to manage the AI trade risk rather than exit it. With short term Treasury yields above 4%, investors can take some gains and wait for better entry points. An equal-weight index keeps exposure to AI while sharply cutting concentration in a handful of names. An allocation to Bitcoin adds the asset we expect to lead growth in 2027.

Bitcoin's New Bull Market: No More Boom and Bust

Bitcoin has entered a new bull market, and that the traditional boom-and-bust era is gradually drawing to a close. Sharp corrections will remain part of the journey. A more mature market, however, offers the prospect of an advance with a more durable foundation and less destructive reversals.

Whale's Insight: Will Bitcoin’s “Uptober” Hold This October?

Bitcoin entered October with history on its side, but tightening liquidity and weakening inflows are putting “Uptober” to the test. Ethereum faces even greater pressure as ETF outflows, a potential pause in BitMine buying and rising staking exits weigh on its outlook. Can “Uptober” survive a very different liquidity environment?

Anthropic IPO: What to Know Before the $1 Trillion AI Safety Bet Goes Public