$BTC
POA Newsletter 33/2026 - The Market Is Waiting for Permission
Crypto recovered without euphoria as ETF inflows surged and US employment weakened. CPI now decides whether the setup becomes genuinely bullish.
Newsletter
Newsletter
Newsletter 32/26: The Week UNI Became More Than a Governance Token
Uniswap’s first v4 fee controller is live across seven chains. We examine what changed for UNI, what the bulls are missing and the market events that matter next.
$PUMP
Pump.fun ($PUMP): The Cash Machine Behind Crypto’s Most Disposable Market
Pump.fun has generated more than $1 billion in protocol revenue and hundreds of millions in PUMP buybacks. We examine whether that cash flow can outweigh insider unlocks, regulatory exposure and weak token-holder rights.
Intelligence
Newsletter 30/26: Crypto’s Week of Uncomfortable Evidence
Robinhood Chain arrived with tokenized stocks and produced billions in memecoin trades. We examine the volume, the UNI thesis and this week’s wider signals.
Intelligence
Venice AI announced a $65 million Series A
On July 1, 2026, Venice AI announced a $65 million Series A. The round was led by Dragonfly, with participation from Coinbase Ventures, F-Prime, North Island Ventures, Archetype, Liquid2 Ventures, and Morgan Creek, among others...