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Inflation to Deflation: The Math Behind Ethereum's Coming Supply Shock

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.
America's Great Financial Upgrade

America's Great Financial Upgrade

The US Government's Systematic Migration of Wall Street to Blockchain
The Ethereum Inflection Point

The Ethereum Inflection Point

An Ethereum Investment Thesis from Quantum & Patriot Advisory.

Latest

Jan 28
The Thesis Meets the Mainstream

The Thesis Meets the Mainstream

Ethereum represents both convexity and asymmetric opportunity
8 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 16
America's Great Financial Upgrade

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

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
Dec 23
The Ethereum Inflection Point

The Ethereum Inflection Point

An Ethereum Investment Thesis from Quantum & Patriot Advisory.
13 min read
Dec 08
INVESTOR UPDATE - Early Dec 2025

INVESTOR UPDATE - Early Dec 2025

For Patriot Advisory Group Investors Written December 5 2025
8 min read
Nov 25
INVESTOR UPDATE: Late November 2025

INVESTOR UPDATE: Late November 2025

For Patriot Advisory Group Investors, this is your November Investor Update.
7 min read
Nov 25
Welcome to The Quantum Letter: Start Here

Welcome to The Quantum Letter: Start Here

Patriot Advisory Investors - Start Here
7 min read

Insights from Mark Berube

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