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 Bitcoin?
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 data is telling us…
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?
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 rarely correct. We’re in Trump’s hands now…
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 rapid fire news suggests a growing likelihood of something tangible brewing…
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?
Update #57
Slashing deregulation, tariffs, and a hawkish Fed? Here’s what it all means for markets and Bitcoin today and into 2025. Buckle up…
Update #56
With a president who has already launched multiple NFTs and cryptocurrencies in the past, and has pledged to establish a US Bitcoin reserve. It’s starting to look increasingly likely that Bitcoin is entering the “then you win” phase…
Update #55
Is retail dead? This issue we explore a conundrum that faces Bitcoin today. An apparent lack of retail activity and a trust void that has plagued Bitcoin since FTX…
Update #54
Don’t trust on-chain data. A lot of metrics have been manipulated in 2024, but cutting through the noise we can see we are at a seasonally optimal juncture…