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.
Anatomy of the reversal, what the shift from Fear & Greed 11 to recovery means for positioning, and how to size into strength without chasing.
Breaking down the catalyst chain, the forced covering mechanics, and whether the rally has legs or is a relief bounce into resistance.
Total market cap down 45% from peak, spot volumes collapsed 70%, DEX perps at 9.3% of CEX — what the structural shifts actually mean.
Where BTC bottoms based on Realized Price, 200-week MA, and historical drawdowns. Macro headwinds, recession odds, and why patience still makes sense.
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.
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