Market Commentary

Plaintext Annual Letter

By Phil Bonello

Market Commentary

Plaintext Quarterly - 4Q24

By Phil Bonello

Market Commentary

Summer Solstice

By Phil Bonello

Market Commentary

AI and Solana

By Phil Bonello

Market Commentary

The Storm Before the Storm

By Phil Bonello

Market Commentary

Musical Chairs

By Phil Bonello

Market Commentary

Onchain Summer

By Phil Bonello

Market Commentary

Blackrock & Bitcoin

By Phil Bonello