1971 Capital

The Buyer of Last Resort

The Treasury is now buying its own bonds. Here's what comes next.

Aug 21 • 1971 Capital

17

2

Rates Up, Stocks Up

Why higher interest rates won't break the economy

Aug 7 • 1971 Capital

14

July 2026

A Growing Risk to the AI Trade

Transformational technology, unclear economics.

Jul 9 • 1971 Capital

19

4

April 2026

Inflation Isn’t Coming Back

That's good news for asset prices

Apr 29 • 1971 Capital

16

2

Bitcoin Update: Is The Bottom In?

[3 minute read]

Apr 16 • 1971 Capital

14

6

March 2026

Part 2: Missiles Over Dubai

The data has turned, the narrative has not

Mar 18 • 1971 Capital

6

Missiles Over Dubai

War, asymmetric risk, and the constraints shaping markets

Mar 8 • 1971 Capital

13

6

February 2026

When Stablecoins Aren’t Stable

Tether and the anatomy of a bank run

Feb 22 • 1971 Capital

11

4

The Investment Case for Coinbase

Summary:

Feb 15 • 1971 Capital

7

What Worked, What Didn’t

A cross-asset market update and forward outlook

Feb 8 • 1971 Capital

3

3

Bitcoin: Inflection Point

“Be fearful when others are greedy, and greedy when others are fearful.” —Warren Buffett

Feb 1 • 1971 Capital

16

4

1

January 2026

Stablecoins

Reshaping finance and the future of money

Jan 25 • 1971 Capital

11

5