Sophia’s Thoughts On A Market Under Strain
Markets were forced into a rapid repricing as crowded positioning, policy uncertainty, and thin liquidity collided, even without a true breakdown in underlying fundamentals.
Sophia’s Thoughts On Trump and Powell
A criminal probe into Jerome Powell has turned a long-running rate dispute into a high-stakes test of Federal Reserve independence.
Sophia’s Thoughts On Venezuela and Bitcoin’s Utility
Bitcoin climbed back above USD 94,000, as markets digested the U.S. capture of Venezuelan President Nicolas Maduro. What are the market implications of this geopolitical shakeup?
Sophia’s Thoughts On Crypto Week
This week, U.S. lawmakers are shaping the future of crypto. But, the real test lies in whether the monetary system can support the momentum.
Sophia’s Thoughts On Ethereum’s Progress
Despite muted price movement, Ethereum is entering a pivotal phase of growth. It has been advancing its fundamentals, deepening institutional adoption, and strengthening its technical foundation.
Sophia’s Thoughts On Solana’s Institutional Breakthrough
Institutional doors are finally swinging open for Solana, and last week showed just how fast that hinge can move. What all is taking place, and what milestones still lie ahead?
Sophia’s Thoughts on an Evolving Market
The markets rebounded dramatically coming out of the weekend on news of a cease-fire in the Middle East. What does this mean going forward and what else is happening beneath the surface?
Sophia’s Thoughts on the GENIUS Act
Congress is moving on crypto, and the GENIUS Act could reshape how stablecoins operate in the U.S.—but what does it really mean for regulation, innovation, and the future of digital dollars?
Sophia’s Thoughts on Circle’s IPO
A successful listing, booming interest in stablecoins, and a potential wave of crypto IPOs could reshape how markets view digital finance. Here’s what Circle’s IPO means for crypto.
Sophia’s Thoughts on Global Crypto Accumulation
Crypto is no longer just being traded. It’s being accumulated, institutionalized, and enshrined on balance sheets around the world.
Sophia’s Thoughts On a Monumental 2024
2024 was a remarkable year for the crypto market, defined by groundbreaking developments like Spot ETFs, U.S. rate cuts, and a pro-crypto political shift with Trump’s re-election. We believe we are in store for an even more transformative 2025.