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Bitcoin Update + Why the Crowd Is Likely Wrong
In this update, I clarify my positioning on Bitcoin and the broader market as we close out the week.This Substack is reader-supported.
14 hrs ago
4
15:41
Why Ethereum is the Market’s Biggest Liar
While attention remains glued to BTC and macro fear narratives, a very different story is quietly unfolding beneath the surface.
Feb 9
15
3
Why February Is the Inflection Point Most Investors Will Miss
*I apologize for the poor audio in the video some segments are nearly incoherent but I think you will understand the gist of what I’m seeing.
Feb 4
14
6
25:57
January 2026
The 2026 Portfolio Reset: Positioning for the Great Rotation
We called the bottom in November.
Jan 14
9
9
1
The Great Rotation: Why This Week Could Trigger the 2026 Melt-Up
They say the market is designed to get rid of the weak-minded and low-conviction participants right before the biggest moves.
Jan 12
20
7
The Missing Piece to the Puzzle: How the ETF Signal Rewired the Market Structure
Happy New Year and welcome to our first major report of 2026.
Jan 8
9
4
December 2025
2026 Outlook: Climbing The Wall of Worry
This year’s annual outlook is not about narratives, predictions, or consensus views.
Dec 22, 2025
14
3
5
Market Update and Portfolio Additions for December
Ending this week with a quick market update to discuss the importance of what I see in this time factor and what the market may be signaling to us.
Dec 19, 2025
9
22:34
The Era of Tokenization is Here
If you have been paying attention to the crypto market over the last few weeks (not many people have) then you know there is one common theme amongst…
Dec 10, 2025
7
1
Bitcoin Bottom or Bear Market?
The crypto market is extremely divided right now.
Dec 7, 2025
20
2
2025 Year in Review: The Good, The Bad, and The Ugly
The end of the year always marks an important time for reflection and evaluation.
Dec 5, 2025
1
1
1
Why December 2025 is ETH's Major Macro Moment
We’re focusing on Ethereum this month ahead of its major Fusaka fork upgrade, which aligns with key time catalysts suggesting a significant cycle…
Dec 1, 2025
18
3
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