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.
The accelerating selloff across AI infrastructure beneficiaries — including publicly traded bitcoin miners — appears increasingly driven by positioning rather than fundamentals, with historical precedent and credit market resilience…
Disciplined cycle management and a willingness to hold cash through volatile markets have produced realized gains that nearly double bitcoin's own returns, proving that the old formula of patience, conviction, and risk awareness still…
June's core CPI came in flat month-over-month — the first 0.0% reading since May 2020 — materially improving the near-term macro setup for liquidity-sensitive assets by increasing the likelihood that rates markets begin to unwind hawkish…
Solana posted its weakest fee quarter since late 2023 as speculative activity dried up across the board. But beneath the headline numbers, real-world asset tokenization exploded, perpetual futures volumes surged, and early signs of a…
No price predictions. No buy/sell signals. Structured analysis across the areas that move markets.
Both plans include full access to all commentary and weekly deep dives.
Try it free for 7 days. No credit card required until your trial ends.
Start Free Trial →