Through all Bitcoin’s 17 years of history, the risk of a quantum attack was zero. That all changed in 2025. The discount factor for...
Charles
23 January 2026
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107
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Gold is Money, Once Again
And why a gold price over $12,000 makes sense....
Charles
26 August 2025
12 min read
625
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The Treasury Company Bubble
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
2,464
15
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
1,637
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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
7,628
17
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
2,784
35
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
2,131
23
Why markets are not as overvalued as you might think.
