The Catalogue

The Catalogue | Paul Faulkner — The Rogue Protocol
Intelligence Products

The
Catalogue

Three products. Nobody else built them. The work nobody commissioned. The answers nobody published.

Priced accordingly  ·  Instant delivery  ·  No subscription required

01
The Structural Framework

The Remora
Doctrine

454 pages. 143,000 words.
The ecological model of market extraction.

£147
Book + Audio + Appendices
Complete package · One-time payment
Instant delivery via Stripe
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The problem this solves

Every piece of analysis in cryptocurrency assumes you already understand why most participants lose. Most participants do not understand why. They have been handed narratives. This is the framework underneath the narratives.

The Remora Doctrine introduces the trophic model of cryptocurrency market structure. Orcas, Plankton, Remoras — the three actors whose interactions produce the observable data. The 365-day liquidation dataset, the XRP valuation forensics, the MSTR capital structure analysis: all of it flows from this framework.

18 months of systematic research produced the Unpayable Jackpot theory, the Compression Trap, the Liquidation Theatre, and the forensic methodology that has since been applied to JPMorgan’s research note, Stack BTC Plc, and the Hormuz Precedent. This is the document that everything else comes from.

It is also the only document that explains, from structural first principles, why the expected payoff from the most popular retail cryptocurrency strategies is mathematically negative — before a single market move is considered.

454
Pages
143K
Words
43
Chapters
18
Months Research
What is inside
Part I — The trophic model. Orca, Plankton, Remora. Who extracts value from whom.
Part II — The Unpayable Jackpot theory. Why the expected payoff is negative before the market moves.
Part III — The Compression Trap. Structural mechanics of retail capital destruction.
Part IV — The forensic methodology. Every audit on the research page starts here.
61-entry glossary — The vocabulary of the framework defined in full.
8 appendices + full audio version included in the package.
Who should buy this
The serious private investor who has read enough narratives and wants the structural model underneath them.
The financial adviser or analyst who needs a framework for explaining why retail cryptocurrency strategies fail at a structural level.
Anyone reading the research page who wants to understand why the methodology produces the conclusions it does.
02
Forensic Conditional Framework

Show Me
The Model

Bitcoin to $1,000,000.
242 pages. 13 conditions. One honest answer.

£97
242-page PDF · Executive Summary
Full data appendices · Break-condition matrix
Instant delivery via Stripe
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The problem this solves

For fifteen years, ARK, Fidelity, VanEck, Fundstrat, and JPMorgan have published $500K–$1M Bitcoin targets. For fifteen years, nobody produced a conditional framework behind them. Not one stated probability. Not one identified break condition. Not one falsification criterion. This is the report that should have existed in 2010.

The report maps 13 serial dependency conditions that must hold simultaneously for Bitcoin to reach $1,000,000. Each condition is assigned a probability. Each failure mode is documented. The conditions are tested for internal consistency — several of the most popular bull case arguments directly contradict each other.

The probability-weighted expected value is $260,000. That is an extraordinary figure by any asset class standard. It is also 73% below the headline number every oracle in the record has been selling. The gap between those two numbers is the entire report.

The 2032 milestone calendar tells you what observable events to watch for and when. The break-condition matrix tells you which failure is most likely and what it looks like when it begins. This is not a price target. It is a monitoring instrument.

242
Pages
13
Serial Conditions
$260K
EV — Probability Weighted
73%
Gap vs $1M Headline
What is inside
13 serial dependency conditions across four probability layers. Each condition independent. All must hold.
8 structural contradictions inside the bull case. Where the popular arguments eat each other.
Break-condition matrix — 10 failure modes, probability-ranked, with early indicators.
2032 milestone calendar — the observable checkpoints. What to watch and when.
Executive Summary PDF — the condensed version for briefing rooms.
Full data appendices — all inputs visible, all sources cited.
Who should buy this
The IFA or wealth manager who has been asked to evaluate a Bitcoin allocation and needs a conditional framework that holds up to professional scrutiny.
The institutional analyst benchmarking their own model against an independent conditional framework built from primary sources.
The serious private investor who has heard the $1M target and wants to know what it actually requires — and what the honest expected value is.
Any director or trustee who has been shown a Bitcoin price target in a board paper and needs to interrogate it properly.
03
Forensic Intelligence Pack

UK Bitcoin
Treasury Reality

Six forensic decks.
The case against copy-paste treasury adoption.

£299
PDF + PPTX · Audio briefing included
Stack BTC & Smarter Web as case studies
Immediate delivery via Stripe
Buy Now — Instant Download → View Full Details →
The problem this solves

A consultant, a listed company, or a client is presenting a US-style Bitcoin treasury strategy for a UK entity. MicroStrategy is the template. The UK regulatory framework, tax treatment, and corporate law are categorically different. The strategy that works in Delaware does not translate to a UK PLC. Nobody has built the forensic case in a format a board can actually use.

The pack contains six forensic decks covering the structural differences between US and UK Bitcoin treasury frameworks. It is built specifically for the UK professionals who are being asked to evaluate, approve, or advise on these strategies — IFAs, solicitors, accountants, company directors, and trustees.

Stack BTC Plc and Smarter Web Company are examined as live UK case studies. The Aerotyne BTC Treasury report — the forensic dissection of the metric architecture used by UK-listed Bitcoin treasury companies — provides the analytical foundation. The pack extends that analysis into the specific professional responsibilities of the buyer.

Companies Act distributable reserves analysis. HMRC treatment of Bitcoin on a corporate balance sheet. FCA exposure mapping. The difference between what the US model assumes and what UK law actually requires. Six decks that give a professional everything needed to hold the room.

6
Forensic Decks
PDF
+PPTX
Both Formats
Audio
Briefing Included
2
Live UK Case Studies
What is inside
Deck 1 — US vs UK corporate treasury framework. What the model assumes. What UK law requires.
Deck 2 — Companies Act distributable reserves. Why unrealised Bitcoin gains cannot be distributed as dividends.
Deck 3 — HMRC treatment. The tax arithmetic on a corporate Bitcoin balance sheet, acquisition to disposal.
Deck 4 — FCA exposure mapping. Where the promotions regime, financial advice rules, and cryptoasset registration intersect.
Deck 5 — Stack BTC Plc case study. The forensic record from listing to April 2026.
Deck 6 — Smarter Web Company case study. The P/BYD paper, the mNAV compression, the arithmetic.
Who should buy this
The IFA or financial adviser whose client has been approached by a UK Bitcoin treasury company or is asking about corporate Bitcoin adoption.
The solicitor or accountant advising a UK company director on Bitcoin treasury strategy. The professional liability context makes this essential reading.
The UK company director or trustee who has received a proposal to adopt a Bitcoin treasury strategy and needs to interrogate it before the board votes.
The compliance officer or risk manager at a firm with clients asking about Bitcoin treasury exposure through UK-listed vehicles.
Ongoing Intelligence

The Rogue
Protocol

The products are the deep dives. The Rogue Protocol is where the methodology stays live. Forensic capital analysis and high-level strategic doctrine — as events happen, not six months after.

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New free publications as they drop
The full research archive
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per month
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Annual
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£29.17/month · billed annually
Access to premium forensic deep-dives and institutional analysis
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Before you buy

Read the free work.
Then decide.

The free research is not a sample. It is the full methodology applied to live targets. Read it first. If the standard of the free work does not justify the paid work, do not buy the paid work.

Free · Forensic Audit
Aerotyne BTC Treasury Strategies PLC

Three UK-listed companies. Eight metrics dissected. The CEO admission preserved before deletion. The forensic foundation for the Treasury Reality pack.

Read the report →
Free · Forensic Audit
Dimon Called It A Pet Rock. His Private Bank Are Pet Rocks.

27 documented failures in JPMorgan’s Bitcoin research note. The vol chart that cannot exist as published. All verified against primary OHLC data.

Read the audit →
Free · Forensic Intelligence
This Is How MSTR Collapses

Not through a bear market. Through a dividend covenant. The capital structure analysis nobody is running while everyone watches the Bitcoin price.

Read the analysis →
The Standard

The arithmetic is not the opinion of the author.
It is the arithmetic.

Every claim in every product is sourced from publicly available data, company filings, exchange disclosures, or primary market data. Every formula is auditable. Every input is visible. If the methodology is wrong, it can be shown to be wrong — which is more than can be said for the research it replaces. For enquiries about any product: contact@paulfaulkner.com