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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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Performance Review
July 15, 2026

Performance Review
Performance, key learnings, and portfolio management strategy.
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The Narrative is Shifting Again
July 8, 2026

The Narrative is Shifting Again
Fade or buy "the lows are in?"
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52% of the BTC Supply is now in the Red
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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Why does BTC continue to track the 4-Year Cycle?
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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