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…
Update #53
Bitcoin is under pressure. But the most comparable asset to Bitcoin, at its most comparable time in history, suggests the worst is over and great things lie ahead…
Update #52
Is the cycle top in? This issue, we will revisit the Bitcoin Top-Signals. Brace yourself, it’s about to get bumpy…
Update #51
Hash Ribbons is back. Perhaps the best long-term Bitcoin buy signal there is, Hash Ribbons is now tempting us with a new Miner Capitulation…