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 front end of the Treasury curve repriced violently today, with the 2-year yield posting one of its largest single-session increases in nearly a decade. Markets now assign roughly 70% odds to a September hike and are pricing…
Bitcoin's golden cross confirmed 70 days after the June 30 low, eight days faster than the 2023 analog, while the $78-92k cost-basis cohort has become the largest cluster onchain. Social trading platforms are generating real protocol…
The government expanded its long-end liquidity support operations to $6B per round — a 50% increase over August's floor — but risk assets sold off anyway. Bitcoin briefly rallied on the announcement before reversing lower, and the 10-year…
Bittensor aims to be a decentralized marketplace for AI services, but six years in, the network has just 129 active subnets with flat growth, subnet creation spending dropped 48 percent quarter-over-quarter, and daily transactions fell 26…
No price predictions. No buy/sell signals. Structured analysis across the areas that move markets.
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