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
2,399
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
3,170
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
2,553
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
3,138
33
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
2,378
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
3,038
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?...
Charles
19 December 2024
5 min read
1,967
14
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......
Charles
12 November 2024
4 min read
3,197
22
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...
Charles
31 October 2024
6 min read
2,522
27
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...