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The weekly briefing that brings together the most important market moves, crypto narratives, and macro signals in one place. Delivered to your inbox, it's the sharpest way to stay ahead of what's shaping digital finance.
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Bitcoin outlasted the biggest IPO
12 minute read
Why the IPO vacuum never arrived for Bitcoin, how the AI spending race fits in, and a 2010 stash that woke up. Probably Nothing by Luno.
Congress stalled. The rulebook did not.
12 minute read
Luno Insider, October 2026: the CLARITY Act stalls while regulators write the rules, the Fed hikes, and Luno’s Q3 runs from ZARU on Arc to GTXN.
Bitcoin halving cycles are almost accurate
12 minute read
Four Bitcoin halvings, four peaks on schedule, and a payoff that's fallen from 96x to under 2x. The math behind why.
Bitcoin stops taking orders from Washington
12 minute read
Bitcoin rallied to $87,000 the same week the Fed hiked rates and the CLARITY Act died in the Senate. What is really driving the move, and what could end it.
The CLARITY Act was never the only door
12 minute read
The CLARITY Act died in the Senate, but the SEC is already writing crypto's rulebook. Why a failed vote barely moved Bitcoin, and what comes next.
Rebalancing costs more than you think
12 minute read
Institutional crypto intelligence: the rebalance that quietly leaks alpha, the SEC's first crypto rulebook.