Wall Street's $1.4 Billion BMNR Investment
Why the Largest Asset Managers Are Deploying Billions Into Digital Asset Infrastructure
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.
Inside the Bessent–Warsh Debt Architecture
"Treasury Secretary: Crypto 'Nihilists' Who Say They Don't Need CLARITY Act 'Should Move to El Salvador'"
Don't Get Spoofed Out of Ethereum
How Market Manipulation Works and Why It Won't Last
The Thesis Meets the Mainstream
Ethereum represents both convexity and asymmetric opportunity
Ethereum Weekly View: Structure Over Noise
PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026
America's Great Financial Upgrade
The US Government's Systematic Migration of Wall Street to Blockchain
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.
The Ethereum Inflection Point
An Ethereum Investment Thesis from Quantum & Patriot Advisory.
INVESTOR UPDATE - Early Dec 2025
For Patriot Advisory Group Investors
Written December 5 2025
INVESTOR UPDATE: Late November 2025
For Patriot Advisory Group Investors, this is your November Investor Update.
Welcome to The Quantum Letter: Start Here
Patriot Advisory Investors - Start Here