Weekly deep dives and real-time commentary on Bitcoin markets. Macro, on-chain, and market structure — written for investors who want analysis, not hype.
Everything in one place — no newsletters scattered across platforms, no Discord, no noise. Plus the ₿ Conviction model portfolio, updated with every Weekly Deep Dive.
Short-form analysis published when markets move. Breaking down key events, institutional signals, and inflection points as they happen — not the next morning.
Comprehensive weekly synthesis connecting macro, on-chain data, and market structure into a coherent picture — plus explicit positioning and what to watch next week.
The ₿ Conviction model portfolio — live allocation across BTC, ETH, and select positions, with the reasoning behind each change documented in the corresponding Weekly Deep Dive.
A sample of recent commentary and weekly issues.
Tuesday's session reminded the market that crypto does not get to opt out of macro. The weakness was not idiosyncratic this time — it traveled alongside a broad selloff in equities, a quietly narrowing window for the year's biggest crypto…
MicroStrategy's Monday 8-K landed, and it did the one thing the market needed it to do: it broke the feedback-loop fear that had been quietly compounding for two weeks. The filing is not a green light to chase — it is a release valve.…
A Solana-based memecoin launchpad is earning roughly $1m per day in revenue during a bear market, has paid creators $350m over the trailing year, owns 85% of its segment, and has already burned 36% of its circulating supply via buybacks.…
Bitcoin is in its second capitulation of the bear market — $65.8k, down 20% from the May 10 high and 47% off the cycle top. The ETF tape has flipped to its worst 30-day outflow stretch on record, Strategy sold BTC for the first time ever…
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