System Protocol // 2026.0

The 2026 Thesis

MAR 2026 currency_bitcoin

Bitcoin's Midterm Year Bear Is Not Over

The bottom is not in. Target: $40–50K. Here's why every cycle rhyme says so.

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MAR 2026 optical

Light is Replacing Copper

Why light is replacing copper — and what it means for the architecture of intelligence.

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MAR 2026 cloud

SaaS is Not Dead — My Thoughts

The moats are being redrawn, not erased. Process, data, and institutional trust survive. Everything else is a shell.

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Bitcoin midterm bear visualization
Featured Essay

Bitcoin Bottom is NOT In. Target: 40–50K. Here's Why

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EST. READING TIME 12 MINUTES
Abstract visualization of software layers being disrupted by AI
AI · SaaS · Enterprise Software

The Vertical SaaS Reckoning

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Redpoint AI Infrastructure Market Update visualization
AI · SaaS · Venture Capital

What Redpoint’s 2026 Market Update Gets Right About AI and SaaS

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Abstract visualization of global data networks
Infrastructure · Optics

Why Light Is Replacing Copper

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