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Resources /Memos

Memos

Occasional notes on how we’re thinking, what we’re seeing, and where we’re focused.

Recent

October 29, 2025

October 10th Leverage Reset

October marked a structural reset in leverage across crypto markets. Aggressive deleveraging followed new U.S. tariff announcements and a government shutdown, triggering record liquidations and a spike in volatility. While conditions have stabilized, liquidity remains fragile and markets are now highly sensitive to policy clarity and funding normalization.

September 26, 2025

Bitcoin Strategic Reserve and Gold Revalued

For the first time, Bitcoin has been recognized as a U.S. reserve asset. The Strategic Bitcoin Reserve converts a decade of missed opportunity into a long-term plan to secure America’s position in the evolving digital economy.

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