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23 September 2026

Measuring the quantum scare

Panic is unjustified, but preparation is overdue.
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10 September 2026

AI's ASIC Moment, and the Decade That Follows

Bitcoin's hardware transition was fast. AI's could be messier
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04 September 2026

Is This The Bottom?

Three cycle lows, four years apart. The fourth one is due.
Read More
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