Be Water

Dark Arts: Of Prenups & Pay Packages

Decoding ZoomInfo's Ransom Note

Dec 22 • Be Water

19

4

2

McAlpha: Renting vs. Owning Conviction

Dark Arts Target Confluent (CFLT) Receives Cash Bid From IBM

Dec 9

18

1

4

The Synthetic High That Became Its Own Reality

Wall Street's Casino: The House Always Wins—And Now It's Rewriting Reality

Dec 5 • Be Water

20

2

3

November 2025

The "Paper Bitcoin" Razor: Proof-Of-Alignment

Bitcoin Treasuries Part V: A Lesson In The Dark Arts—How Not To Get Rekt (A Postmortem)

Nov 5 • Be Water

29

4

October 2025

Stagflation Deepens

Multiflation Map Update

Oct 9 • Be Water

19

1

Sprott Inc.

Owning The Storehouse: The Commodities "Easy Button"

Oct 3 • Be Water

52

8

7

September 2025

Is Valuation Dead In the Age Of AI?

"Psychedelic Prices" and Collapsing Economic Coordination

Sep 16 • Be Water

28

3

8

Let's Break A Deal

Multiflation and Mergers: Hidden Opportunities In Dislocations

Sep 9 • Be Water

19

5

3

August 2025

HyperPrices, Volmageddon, & Ant Death Spirals

The Rise of SkyNet: The Algorithmization Of Finance Part VI

Aug 26 • Be Water

10

If A Price Chart Can Be A Dog, What Do Prices Mean?

Painting the Tape: Price As Meme, Market As Medium

Aug 18 • Be Water

8

AI Flash Crashes & Meltups

The Rise of SkyNet: The Algorithmization Of Finance Part IV

Aug 12 • Be Water

6

2

Bitcoin TreasuryCo AI Laboratory: Steal This Prompt For ChatGPT-5

Speculative Attack! Part IV

Aug 8 • Be Water

13

3