Missiles Over Dubai

War, asymmetric risk, and the constraints shaping markets

Mar 8 • 1971 Capital

11

6

February 2026

When Stablecoins Aren’t Stable

Tether and the anatomy of a bank run

Feb 22 • 1971 Capital

12

4

The Investment Case for Coinbase

Summary:

Feb 15 • 1971 Capital

6

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

Ethereum: Seeing In The Dark

Summary

Jan 18 • 1971 Capital

10

4

MSTR: A Technical Trade

Summary:

Jan 12 • 1971 Capital

7

2

The Most Important Variable Investors Ignore

Summary:

Jan 4 • 1971 Capital

7

2

1

December 2025

NOVAGOLD: Deeply Mispriced

How one gold mining stock could deliver 180% returns

Dec 28, 2025 • 1971 Capital

5

Gold & Silver: Opening Act or Curtain Call?

Signs the precious metals bull market is entering its final phase

Dec 21, 2025 • 1971 Capital

3

1

Bitcoin: A New Type of Money

How bitcoin derives its value

Dec 14, 2025 • 1971 Capital

2