Feb 19
Wall Street's $1.4 Billion BMNR Investment
Why the Largest Asset Managers Are Deploying Billions Into Digital Asset Infrastructure
6 min read
Ike Fontaine
Feb 13
The Great Wisdom In Opportunity Cost
There are two ideas that we believe sit at the foundation of building wealth. This letter is about what they mean and what they look like in practice.
7 min read
Jan 31
Don't Get Spoofed Out of Ethereum
How Market Manipulation Works and Why It Won't Last
11 min read
Jan 28
The Thesis Meets the Mainstream
Ethereum represents both convexity and asymmetric opportunity
5 min read
Jan 24
Ethereum Weekly View: Structure Over Noise
PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026
2 min read
Jan 16
America's Great Financial Upgrade
The US Government's Systematic Migration of Wall Street to Blockchain
6 min read
Jan 12
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.
9 min read
Dec 23
The Ethereum Inflection Point
An Ethereum Investment Thesis from Quantum & Patriot Advisory.
10 min read