📰 Weekly Deep Dives

Comprehensive weekly analysis synthesizing macro, on-chain, and institutional research into actionable insight. Published every Thursday.

weekly deep dive

Quarterly Altcoin Spotlight: Solana Revenue Craters as Green Shoots Emerge in RWAs and Perps

Conviction

weekly deep dive

Bitcoin Bears Face a Patience Test as Coin Rotation Lags Prior Cycles

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Ethereum Scales Its Network but Struggles to Reward Its Holders

Conviction

weekly deep dive

Bitcoin Approaches Deep Value as Macro Crosscurrents Converge

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: High-Velocity DeFi Leads the Fundamental Shakeout

Conviction

weekly deep dive

Seven Leverage Pillars Explain Why Bitcoin Cycles Last Four Years

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Onchain Options Are Setting Up For Their Hyperliquid Moment

Conviction

weekly deep dive

Onchain Pain Trails Prior Bears as Bitcoin Holds Sixty Two Thousand

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Private AI Subscriptions Grow Faster Than Token Buybacks Can Burn

Conviction

weekly deep dive

Long-Term Holders Capitulate as Bitcoin Tests Fair Value Floor

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: PUMP Trades at 1.4x Sales as Critics Miss the Cash Flow

Conviction

weekly deep dive

Bitcoin Slides Toward Fair Value as Strategy Starts Selling Coins

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Robinhood — Retail Brokerage Builds Crypto Rails at One-Fifth Hyperliquid's Multiple

Conviction

weekly deep dive

Bitcoin Bear Market Sits in Middle Innings as Smart Money Trims

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Pump.fun — Memecoin Engine Trades Nine Times Cheaper Than Hyperliquid

Conviction

weekly deep dive

Bond Stress and Sticky Inflation Cap Bitcoin's Bounce

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Zcash — Online Army Lifts the Privacy Coin Nineteen-Fold as AI Surveillance Anxiety Builds

Conviction

weekly deep dive

Bitcoin's Rally Approaches Cycle Ceiling as Sellers Reactivate

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Aerodrome — Base's Liquidity Hub at a Cycle-Low Multiple Eyeing Ethereum

Conviction

weekly deep dive

Squeeze Mechanics Power Bitcoin Climb While Spot Demand Lags

Conviction

weekly deep dive

Quarterly Altcoin Spotlight: Lighter — Cycle-Low Perps DEX Trying to Anchor Ethereum's Derivatives Lane

Conviction

weekly deep dive

Crowded Shorts Mask The Real BTC Downside Risk

Conviction

weekly deep dive

Hyperliquid Defies the Bear Market With a Rising Valuation

Conviction

weekly deep dive

Bear Market Coin Rotation Mirrors 2022 With Eerie Precision

Conviction

weekly deep dive

Solana Fees Hit Two-Year Low as Speculation Unwinds

Conviction

weekly deep dive

One Preferred Security Now Anchors Bitcoin's Rally

Conviction

weekly deep dive

Iran Ceasefire Eases Risk but Bear Market Holds

₿ Conviction Research — Weekly #16

weekly deep dive

Bitcoin Bears Eye $41K-$55K Range as Cycle Low Nears

₿ Conviction Research — Weekly #14

weekly deep dive

On-Chain Metrics Flag $40s-$50s as Bitcoin's Next Bottom Zone

Conviction

weekly deep dive

Cycle Indicators Flash Buy but History Counsels Patience

Conviction