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Market notes.
Shorter, timely notes on digital-asset markets — cycles, events, and the levels themselves. The fast counterpart to our longer protocol cases.
Market note · By Tei Tran · June 2026
The 2027 setup: from equity shock to a Bitcoin flush
Our base-case risk scenario for 2027 — a late-cycle equity market meeting a refinancing wall and a geopolitical shock, the transmission into a Bitcoin flush, and how we position to thrive in both directions.
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Published in the open, when the work warrants it. Research notes run shorter and more often.