Independent research on crypto & hard commodities
Bitcoin data, crypto treasuries, miners and hard commodities, analysed through macro cycles and capital allocation.
Weekly research notes
no hype, no paid opinions
LENS 01
Markets (Crypto & Commodities)
π Capital allocation
Bitcoin, BTC-miners, AI data centers
Gold, silver, uranium, platinum equities
Chart analysis, cycles, relative strength
Where price action reveals asymmetric return potential.
Explore recent analyses β
LENS 02
Capital Cycles & Generational Upside
π Time + asymmetry
Macro cycles
Regime shifts
Historical parallels
Multi-year return potential
Generational wealth is built by positioning early in long cycles.
Explore recent analyses β
LENS 03
Distribution as Leverage
π Attention allocation
Substack & X growth
Audience compounding
Building in public
Helping others do the same
Distribution compounds faster than capital β if you know how to build it.
Explore recent analyses β
Latest research
Uranium miners about to Explode?
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finance
January 15, 2026β’1 min read
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Ongoing research & upcoming publications
Long-form research notes on hard assets, monetary cycles and capital structure.
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