Triple Point Brief: BlackRock and ARK onchain, regulators replace CLARITY, and Bitcoin privacy
BlackRock and ARK advance tokenization, the SEC and CFTC move ahead after CLARITY stalls, and researchers propose private payments on Bitcoin.
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ResearchCatalogue
Ideas for allocating at the frontier.
Research on crypto markets, onchain systems, risk, and portfolio construction, organized for discovery and retrieval.
RESEARCH CATALOGUE31 PIECES · 03 TYPES · 01 SERIES
FEATURED RESEARCH
Why Buybacks Are Crypto’s Hottest Trend
For years, crypto tokens had no way to capture a protocol's success. Revenue-funded buybacks are starting to change that.
ALL RESEARCH
Triple Point Brief: BlackRock and ARK onchain, regulators replace CLARITY, and Bitcoin privacy
BlackRock and ARK advance tokenization, the SEC and CFTC move ahead after CLARITY stalls, and researchers propose private payments on Bitcoin.
Why Buybacks Are Crypto’s Hottest Trend
For years, crypto tokens had no way to capture a protocol's success. Revenue-funded buybacks are starting to change that.
Triple Point Brief: Clarity Act limbo, Robinhood Chain growth, and Strategy rebound recovery
The SEC and CFTC advance crypto rulemaking, Robinhood Chain gains trading activity, and Strategy responds to pressure on its preferred stock.
July 2026 Crypto Market Recap
Robinhood launched its own blockchain on Ethereum, Japan and Russia passed comprehensive crypto legislation within a week of each other, and Wall Street's settlement backbone conducted live production trades of tokenized securities for the first time.
June 2026 Crypto Market Recap
Global banks target the $9.6T FX market onchain, two crypto treasury companies hit U.S. equity indexes, and a new Ethereum research lab is launched.
The CLARITY Act: What It Means for Investors
The bill that ends crypto's jurisdiction fight is nearly law. Direction now matters more than timing.
May 2026 Crypto Market Recap
May showed us how the infrastructure for traditional finance to operate onchain is being assembled in parallel across the world's major markets.
Crypto Is For Humans And Machines: How AI Expands Crypto's Opportunity
The investment case for crypto has always been built around human adoption. That framework is about to evolve.
April 2026 Crypto Market Recap
As strength returned to the crypto markets, April showed us that institutional adoption never slowed down.
Why “Bitcoin, Not Crypto” Misses The Bigger Picture
Bitcoin is simple and the obvious entry point for new crypto investors, however its architecture can't capture some of crypto's biggest opportunities.
March 2026 Crypto Market Recap
The CFTC & SEC Publish A Joint Crypto Asset Taxonomy, Tempo Launches Its Mainnet, and Bitcoin Advances Its Quantum Defenses
February 2026 Crypto Market Recap
Three key events from February 2026, that are laying the groundwork for mainstream crypto adoption.
The Quantum Threat: A Tale of Two Blockchains
The quantum threat is real. The question is whether decentralized networks can coordinate fast enough to respond.
January 2026 Crypto Market Recap
Three stories from the crypto industry that are building our conviction in 2026.
Crypto Staking: How To Earn Dividend-like Income With Crypto
Learn how certain crypto assets can offer the growth of an emerging asset class along with yield that rivals many blue-chip dividend equities.
December 2025 Crypto Market Recap
Our thoughts on three key crypto stories from December 2025, and their how they impact the broader crypto market.
The Debasement Trade: How Crypto Offers Shelter From A Diluted Dollar
How inflation acts as a "stealth default" on soaring U.S. debt and how digital assets serve as a verifiable hedge against this government-led currency dilution.
November 2025 Crypto Market Recap
Our thoughts on three key crypto stories from November 2025, and how they move the needle on real-world crypto adoption.
Project Crypto Decoded
How the SEC intends to make the U.S. the crypto capital of the world.
Fixing Bitcoin's "Pet Rock" Problem
How to transform your bitcoin from a passive "Pet Rock" into an income-generating asset with the power of decentralized finance.
Crypto’s Future Frontier: Your Retirement Plan
Two major developments which could help pull employer-sponsored retirement plans off the sidelines and into the crypto markets
ACADEMY / SERIES
Bitcoin Academy
A six-part guide to Bitcoin's origins, network, protocol, monetary design, history, and investment case.
Long Live The Blue King: A Brief History of Failed "Ethereum Killers"
Grand fundraising and bold claims could not unseat Ethereum, whose network effects still anchor the largest ecosystem in decentralized finance.
Bitcoin's Looming Security Crisis
Bitcoin faces an existential risk as its security budget is not set up to sustainably secure the network over the long-term.
The GENIUS Act: A New Era for U.S. Crypto Leadership and Adoption
New U.S. legislation transforms stablecoins into regulated digital dollars—bridging crypto innovation with financial system trust.
The Reserve Asset Thesis
Why we believe crypto will become a standard asset on almost every corporate and government balance sheet.