Sign in Subscribe
members-only post 10 min read Investor Update

April 2026 Investor Update

Your April 2026 investor update covers two things: the regulatory milestones that defined this month for digital assets, and our current position on BMNR as the asymmetric vehicle for the Ethereum thesis.
Mark Berube

by Mark Berube, Nicholas Adams

April 2026 Investor Update
This post is for subscribers only

Subscribe to continue reading


You might also like

Jun 01
The Desert Crossing

The Desert Crossing

What Capitulation Feels Like From the Inside — And Why It Matters Now
8 min read
May 16
We Connected the Dots

We Connected the Dots

The Senate Banking Committee passed the CLARITY Act 15-9, and Kevin Warsh was confirmed as Federal Reserve Chairman. This letter walks through both events and what they mean for the on-chain settlement infrastructure underneath the Treasury's debt-architecture plan.
22 min read
May 02
Narrative Dominance

Narrative Dominance

11 min read
Jan 24
Ethereum Weekly View: Structure Over Noise

Ethereum Weekly View: Structure Over Noise

PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026
5 min read
Jan 12
Ethereum's Institutional Trajectory - January 2026

Ethereum's Institutional Trajectory - January 2026

The Senate Banking Committee votes on the CLARITY Act January 15th. Here's why that date matters for Ethereum's institutional adoption.
13 min read