Deep Dive
The CLARITY Act Might Fail. Watch What Happens If the Odds Change.
The bill probably fails in 2026. If the vote math changes, crypto markets could reprice before Washington catches up.
Travis Devitt
Launch Radar
A Fragile Truce Meets a Fragile Market
A fragile geopolitical pause meets weak market leadership, heavy earnings, and an uncertain Fed.
Launch Radar
Cheap AI Models Just Hit Expensive AI Stocks
AI leadership broke. Breadth followed.
Launch Radar
Bitcoin’s Low Market Cycle Risk vs. Sky-High Stock Prices
Bitcoin cycle-risk readings remain subdued while stock-market valuations sit near stretched levels.
Launch Radar
AI Isn't Dead. The Easy Entry Is.
AI leadership is rotating, Bitcoin still has to prove it can lead again, and the cleaner tells are showing up beneath the index surface.
Launch Radar
The Market Is Stress-Testing AI Leadership
Launch Radar
AI is stealing Bitcoin’s oxygen... for now
Strategy/STRC stress, Bitcoin relative weakness, and AI/Nasdaq momentum define this week's Launch Radar.
Launch Radar
SpaceX is the new dumb money dopamine test
Oil is down, Nasdaq is at new highs, and SpaceX is the clearest real-time FOMO test on the board.
Deep Dive
The $100 Oil Playbook (Our Base Case, Stagflation, and the Black Swan)
It's not about predicting which way this goes. It's about having a plan ready before the market makes the decision for you.
Deep Dive
SNAP: Where Are The Adults?
Fix the incentives, triple the stock price
Launch Radar
Launch Sequence 🚀 Feb 9 2026
Your roadmap for the week ahead in financial markets
Launch Radar
Launch Sequence 🚀 Feb 2 2026
Your roadmap for the week ahead in financial markets