It is remarkable how quickly sentiment can shift. When I wrote my weekly update three weeks ago, at quarter end, I reflected on what had been a particularly difficult period

The core value proposition of a Bitcoin treasury is its ability to increase Bitcoin exposure over time. A common bear case, however, is how this can be achieved in more

Like many of us, I often see the start of a new quarter as a useful moment to step back, reflect and reset perspective. There is no doubt that this

This has been another difficult week for markets, adding to what has already been a challenging month as we approach quarter-end next week. Sentiment across Bitcoin and broader risk assets