The Desert Crossing
What Capitulation Feels Like From the Inside — And Why It Matters Now
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.
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.
Ethereum Weekly View: Structure Over Noise
PATRIOT ADVISORY GROUP | Weekend Update January 24, 2026