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.
Our Quarterly Altcoin Spotlight examines Hyperliquid's third-quarter performance. The exchange now commands roughly 80% of decentralized perps open interest and is buying back tokens with 82% of its fees, yet trades at a fully diluted…
High-yield credit spreads are widening at the fastest pace in over a year and the yield curve is flattening on growth concerns, yet bitcoin continues to hold ground -- a divergence that may reflect the market's confidence that several…
Bitcoin sits 41% above the June lows while sentiment has swung from peak greed to fear in a month. Beneath the surface, a classic time-based capitulation is playing out -- late buyers are handing coins to a patient new holder base, and…
A decisive break lower in rate volatility, improving high-yield credit conditions, and a strong earnings print from a leading AI compute operator are converging to create a more favorable tactical backdrop for digital assets. Solana may…
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