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TDR Pro
The Watch List
Portfolio Alerts
July 29, 2026
Can the Economy Handle Rate Hikes?
Forecasting the path forward for BTC and the crypto markets
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July 22, 2026
BTC: Cycle Awareness Update
+ our views on the evolving macro setup
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July 15, 2026
Performance Review
Performance, key learnings, and portfolio management strategy.
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July 8, 2026
The Narrative is Shifting Again
Fade or buy "the lows are in?"
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July 1, 2026
52% of the BTC Supply is now in the Red
Historically, what have future returns looked like at these levels?
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June 24, 2026
Why does BTC continue to track the 4-Year Cycle?
How to understand crypto cycles from first principles
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June 17, 2026
BTC: Cycle Awareness Update
What's the onchain data signaling about what comes next?
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June 10, 2026
Has BTC Entered the "Buy Zone?"
An update across Bitcoin, the "AI trade," and Macro
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