Apr 04
From Petrodollars to Stabledollars
How America recycled its greatest financial strategy, and why Ethereum sits at the center of it.
10 min read
Ike Fontaine
Mar 27
Quantum Tracker | Regulatory Signal Update - March 2026
The CLARITY Act's longest-running sticking point just cleared. But the more important story is what it's traveling with — and what that means for anyone watching Ethereum as infrastructure.
7 min read
Mar 18
Inflation to Deflation: The Math Behind Ethereum's Coming Supply Shock
The network is issuing more ETH than it's burning. Most people read that as a problem. We read it as a network sitting at the edge of a structural inflection - and we've done the math to show what happens when it crosses.
14 min read
Mar 07
Baby Boomers at War Over Oil. Millennials at Peace with Digital Oil: ETHEREUM
Crude Hit $120. A Deleted Tweet Crashed It. Ethereum Didn't Blink. Here's Why.
11 min read
Mar 06
Understanding Convexity
A Mathematical Framework for Non-Linear Payoffs
12 min read
Feb 19
Wall Street's $1.4 Billion BMNR Investment
Why the Largest Asset Managers Are Deploying Billions Into Digital Asset Infrastructure
9 min read
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.
10 min read
Jan 31
Don't Get Spoofed Out of Ethereum
How Market Manipulation Works and Why It Won't Last
14 min read
Jan 28
The Thesis Meets the Mainstream
Ethereum represents both convexity and asymmetric opportunity
8 min read
Jan 24
Ethereum Weekly View: Structure Over Noise
PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026
5 min read
Jan 16
America's Great Financial Upgrade
The US Government's Systematic Migration of Wall Street to Blockchain
9 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.
13 min read