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Onchain Activity is Heating Up
September 9, 2026

Onchain Activity is Heating Up
Early signals from the consumer retail/social trading sector
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Signs of the "Early Bull?"
September 2, 2026

Signs of the "Early Bull?"
Or is September poised to deliver seasonal weakness?
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Regime Shift?
August 26, 2026

Regime Shift?
Did BTC just enter the "early bull" phase of the next expansion?
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Is AI Entering the "DAT Season" Stage of the Cycle?
August 19, 2026

Is AI Entering the "DAT Season" Stage of the Cycle?
New financing and capital markets activity are screaming "late cycle"
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Did the U.S. Treasury Just Implement a "QE Lite" Policy?
August 12, 2026

Did the U.S. Treasury Just Implement a "QE Lite" Policy?

An update on BTC market structure and building macro risks
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Is the Fed Letting the Market Do the Tightening?
August 5, 2026

Is the Fed Letting the Market Do the Tightening?

The yield curve is steepening
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Can the Economy Handle Rate Hikes?
July 29, 2026

Can the Economy Handle Rate Hikes?

Forecasting the path forward for BTC and the crypto markets
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BTC: Cycle Awareness Update
July 22, 2026

BTC: Cycle Awareness Update

+ our views on the evolving macro setup
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