ALLOCATOR8 sources
Coinbase, Binance, and the SEC Just Repriced the Weekend
Four announcements in one week pushed US equities toward round-the-clock trading — and the market-structure cost lands on allocators, not exchanges.
Research
Everything we've published, newest first. Each piece lists its sources; where a claim rests on one, we say so in the text.
PRIMER4 sources
Iran's Hormuz Toll Booth Ran on Bitcoin. Treasury Just Sanctioned the Cashier.
OFAC's designation of Tehran-based BitBank is the clearest public case yet of a state using crypto rails to collect protection money — and of why those rails cut both ways.
ALLOCATOR5 sources
Four Institutions Agree Bitcoin Bottomed at $58,000. The Demand Data Doesn't.
Grayscale, Bitwise, JPMorgan and analyst James Check have converged on the same cycle floor within a week — while corporate treasuries absorbed just 5,900 BTC in three months.
PRIMER8 sources
The Clarity Act Died in the Senate. The SEC and CFTC Moved Anyway.
Congress declined to draw the boundary between securities and commodities, so two agencies reached for tools that deploy faster and reverse more easily — and markets repriced as if the two were equivalent.