Digital Asset Research

Game Plan Update: Entering the Most Important Window Since Late 2024

In this update to Founding Members, I’m going to walk through our current game plan as we enter what I believe is one of the most important windows for…

Mar 11

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The Digital Gold Trap: Why Bitcoin’s Success is the End of Your Outsized Returns

Over the last month I’ve been highlighting what I believe is a serious macro inflection point forming between Bitcoin and the broader altcoin market.

Mar 9

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March: A Critical Turning Point in This Cycle

In January we identified a major time window for subscribers around the 20th that marked the beginning of a sharp decline.

Mar 2

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February 2026

AI Will Not Cause Mass Unemployment (And It Never Could)

The AI job collapse narrative is wrong.

Feb 26

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A Critical Time Window Is Here — And the Risk Trade Is Setting Up

We are now entering the exact time window we outlined at the beginning of the month.

Feb 18

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25:56

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.

Feb 12

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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

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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

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25:57

January 2026

The 2026 Portfolio Reset: Positioning for the Great Rotation

We called the bottom in November.

Jan 14

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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

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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

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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

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