How over 150 publicly listed companies are turning into Bitcoin treasury firms, the success of pioneers like Strategy, and the risks of over leverage...
Charles
22 August 2025
7 min read
2,072
13
A Bitcoin Treasury Company Unwind
Bitcoin Treasury Companies mNAVs are getting squeezed. Are Tradfi capital markets reaching exhaustion?...
Charles
24 July 2025
8 min read
1,349
13
The Bitcoin Treasury Demand Shock
A world first release of live Bitcoin Treasury Company metrics and the incredible demand shock they are creating for Bitcoin......
Charles
26 January 2024
10 min read
4,552
11
Guardian On-chain Risk Manager
Capriole's Guardian Risk Manager tracks on-chain exchange risk 24/7. Here's how it works and how you can use it....
Charles
26 July 2023
5 min read
2,348
34
The Three Factor Model
90% of the S&P500 returns over the last half century can be explained by a simple three factor macroeconomic model. GDP, money supply and...
Charles
6 December 2022
5 min read
2,088
23
Why markets are not as overvalued as you might think.
