Clear, long-term takes on money, technology, and crypto markets, without noise or speculation.
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Every trade has two sides: the security and the cash. The US is building the securities side, while Europe's Pontes brings central bank money to the payment side. Plus bank adoption, ETF inflows and Bitcoin's key levels.
Oct 3 · Laxmi Joshi & Jesica Malhotra
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10 issues
Sep 4, 2026
Bitcoin ran 22% in 5 days to ~$79K, echoing its old $20K cycle pattern.
Sep 4 · Jesica Malhotra & Laxmi Joshi
Aug 5, 2026
The Senate has two days to move the CLARITY Act before recess — 7 Democratic votes needed, stablecoin yield rules the real sticking point.
Aug 5 · Laxmi Joshi
Jul 3, 2026
Fed turns hawkish, Bitcoin dips then recovers to $62K — but long-term holders just absorbed 125,000 BTC. Conviction over headlines.
Jul 3 · Laxmi Joshi & Jesica Malhotra
Jun 5, 2026
Regulation is catching up and the groundwork being laid today will define crypto markets for years to come.
Jun 5 · Laxmi Joshi & Jesica Malhotra
May 4, 2026
Easing geopolitical tensions, surging institutional demand, and a wave of regulatory clarity are setting the stage for Bitcoin's next leg up.
May 4 · Laxmi Joshi
Apr 3, 2026
Digital assets show resilience as institutional inflows return, regulation advances, and tokenisation reshapes traditional finance.
Apr 3 · Laxmi Joshi
Mar 5, 2026
The ongoing conflict involving Iran, highlights how crypto assets like Bitcoin can serve as a hedge during geopolitical uncertainty as it operates independently of traditional financial systems.
Mar 5 · Laxmi Joshi
Feb 5, 2026
January’s geopolitical turmoil heightened demand for safe-haven assets pushing Gold to new highs and underscoring Bitcoin’s appeal as a fixed-supply, borderless store of value amid rising uncertainty.
Feb 5 · Laxmi Joshi
Jan 3, 2026
Looking to 2026, the dominant theme is normalisation — digital assets are now being treated as part of mainstream finance, not an exception.
Jan 3 · Laxmi Joshi
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