Issue #37

Bitcoin is pricing as a better-and-better inflation hedge. It is rapidly skewing in favor of an incredibly opportunity and a 2024 squeeze…

Issue #36

The Fed is Building a War Chest. A macroeconomic deep dive to help set the stage for the coming Bitcoin bull run…

Issue #35

We are seeing some promising and rare structures form on Bitcoin which are worth paying attention to…

Issue #34

All else equal, Bitcoin is like a beach ball submerged underwater. Nonetheless, we remain in a technical breakdown…

Issue #33

Last update technicals and fundamentals told us to be cautious with Bitcoin. Caution has now turned into bearish confirmation with the $30K range breakdown.

Issue #32

Capriole quantitative Bitcoin & digital asset hedge fund.

Welcome to Capriole’s micro update #1. Where we consolidate the most important Bitcoin news, technicals and fundamentals into a 3-minute update.

Issue #31

bitcoin_goldilocks_capriole

At $29K, Bitcoin’s on-chain fundamentals are not too hot and not too cold. They are just right. Most on-chain fundamentals suggest…

Issue #30

The failures of the Federal Reserve in managing the value of money and the failures of the banking system to safeguard assets has once again but Bitcoin back in the spotlight.

Issue #29

This newsletter explores a taboo topic. The idea of the impossible, a soft landing. How could the Federal Reserve possibly go from zero interest rates, high debt and full employment to 5% interest rates, crushed inflation and no recession?

Issue #28

Bitcoin’s deep value is slipping away and in its place a new market structure is emerging. A new regime.