How over 150 publicly listed companies are turning into Bitcoin treasury firms, the success of pioneers like Strategy, and the risks of over leverage...
Charles
15 August 2025
11 min read
3,523
26
Update #66
Is the Bitcoin cycle dead? What are the most important metrics to navigate a market top? Read more inside......
Charles
24 July 2025
9 min read
2,431
21
Update #65
Is 2025 a right translated cycle? If so, this means the bulk of this cycle's returns and growth may occur later in the cycle...
Charles
14 July 2025
7 min read
3,325
31
Update #64
Money and liquidity are providing the backdrop for capital flows and Bitcoin Treasury Companies are the funnel. This issue explains why Bitcoin's major breakout...
Charles
27 May 2025
7 min read
2,512
23
Update #63
Saddle up and welcome to the hard asset era. Is Gold on the cusp of outperforming equities by 500%? What would that mean for...
Charles
24 April 2025
5 min read
3,224
40
Update #62
A tide change has just occured. A new Triple Put has emerged to backstop financial markets and Bitcoin has broken out. Here's what the...
Charles
31 March 2025
3 min read
2,603
19
Update #61
Both Bitcoin technicals and fundamentals remain in a downtrend. Will the Federal Reserve's recent policy change see risk asset liquidity bounce back?...
Charles
6 March 2025
6 min read
3,174
34
Update #60
In the near term, Bitcoin is at a pivot point. On-chain data looks poor, but the market is already positioned accordingly. The herd is...
Charles
22 January 2025
5 min read
2,402
22
Update #59
The Trump presidency has kickstarted a wave of speculation about a possible Bitcoin Strategic Reserve. While the depth of it remains uncertain, recent and...
Charles
6 January 2025
8 min read
3,063
30
Update #58
With Bitcoin in a peak performing quarter of its peak performing cycle year; will equities and macro support a strong risk-on market in 2025?...