The Giving Tree | The Giver | Substack

[Short Note] Update on HYPE note: what even is this coin? Playbook for 2026

Navigating where are we in the HYPE life-cycle

Jan 29 • The Giver

[Short Note] HYPE Unlocks: Priced In or Not? Playbook for Q4

Creating and using unique/experimental valuation frameworks to assign a price range of interest on HYPE

Nov 29, 2025 • The Giver

[Slide Deck] "5 Mins or Less" Preview at December FOMC

What is positioning going into this and how similar is this to September FOMC?

Dec 9, 2025 • The Giver

[Slide Deck] "5 Mins or Less" Preview at US/China 2.5

Who holds the cards and how similar is this event to US China 1.0 & 2.0?

Oct 30, 2025 • The Giver

[Note + Podcast] Trump is not a TACO. He is a Sandwich

A Deep Dive on Donald Trump - his background, his motivation and a timely accord of how the upcoming trade saga may unravel

Jul 4, 2025 • The Giver

Recent posts

[Podcast] Giver's Gambit: Episode 52

Observing policy shifts and how the BOJ presser in a few hours could act as a potential inflection point for BTC/Gold

Jan 23 • The Giver

[Podcast] Giver's Gambit: Episode 51

Giver 2025 WRAPPED! Key themes for 2026, how we are approaching Q1, and positioning today

Jan 21 • The Giver

[Short Note] BMNR Update: Creating the Case to be Long ETH Ahead of the Stockholder Meeting

The stockholder meeting, if approved, could be an underrated catalyst for ETH

Dec 29, 2025 • The Giver

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