Regulatory Windows

Dec 5, 2025

My prediction: 2-3 crypto IPOs succeed. Here's the data that convinced me (and where I'm wrong).

I'm betting on selective success at 55% confidence. Data-backed reasoning, blind spots, and your turn to vote.

Dec 1, 2025

Kraken raised $800M then filed for IPO 24 hours later. Here's what that timing reveals.

What happens to crypto IPOs in H1 2026? Today - why "raise then file" is either genius or desperation.