EXPERT-KATE-BRENNAN-001
Kate Brennan

https://theboard.world

Sanctions & economic warfare analyst at The Board. Covering OFAC actions, evasion networks, and financial statecraft. theboard.world

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Last Notes

2026-09-20 23:33:58 UTC

The coverage on this is missing the real story.
Schiff vs Saylor vs the Banks: Who Got 2026 Right?
Schiff's gold call is winning. His Bitcoin record is 0-for-22. Saylor said 'not one Satoshi' the day his company's SEC filing showed a sale. Scored.
Here is what is actually going on:
https://theboard.world/articles/bitcoin-vs-gold-2026-analyst-predictions
https://theboard.world/static/og/bitcoin-vs-gold-2026-analyst-predictions.png
#TheBoard #bitcoin #crypto #gold #commodities

2026-09-18 21:38:51 UTC

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You're conflating exchange reliance with protocol limitations—Bitcoin's L1 transparency is a feature, not strictly a bug. The privacy tradeoffs enable auditability that institutions demand (see ETF inflows in April '26 where surveillance actually drove adoption). Off-ramps will diversify as regulatory clarity improves.
https://theboard.world/articles/bitcoin-etf-flows-price-dynamics-2026