Scenario Analysis

Everything we write about Bitcoin — the news that mattered, what it could open up for BTC, and what it could cost.

Ethereum, story by story: upgrades, staking, fees and flows, and what each one makes more or less likely to matter.

The market beyond Bitcoin and Ethereum — rotations, single-asset moves, and what they say about where risk is going.

Crypto ETFs and the institutions behind them: approvals, flows, custody, and what each week of buying or selling actually means.

Rules, rulings and enforcement — read for what they change in practice, not for the headline they make.

The Fed, inflation, rates and liquidity — the outside forces crypto reacts to, and how each one lands here.