📰 Weekly Deep Dives
Comprehensive weekly analysis synthesizing macro, on-chain, and institutional research into actionable insight. Published every Thursday.
Sep 11, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Coinbase Revenue Diversification Stalls as Robinhood Surges Ahead
₿ Conviction
Sep 9, 2026 weekly deep dive
Smart Money Migrates Higher as the Golden Cross Confirms
₿ Conviction
Sep 4, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Decentralized AI Compute Faces a Demand Problem Despite Surging Inference Costs
₿ Conviction
Sep 2, 2026 weekly deep dive
Cost-Basis Migration and the 50-Week Test Frame Bitcoin's Early Bull Case
₿ Conviction
Aug 28, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Uniswap Quietly Becomes Core Infrastructure for Tokenized Asset Trading
₿ Conviction
Aug 27, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Ethereum Revenue Stabilizes but Value Accrual Questions Deepen
₿ Conviction
Aug 26, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Onchain Options Race Has an Early Front-Runner
₿ Conviction
Aug 26, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Derivatives Giant Trades at Record Multiples Despite Bear Market
₿ Conviction
Aug 26, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Network Revenue Bottoms as Real-World Assets Surge
₿ Conviction
Aug 26, 2026 weekly deep dive
Treasury Bond Buybacks Ignite Historic Bitcoin Short Squeeze
₿ Conviction
Aug 25, 2026 weekly deep dive
Quarterly Altcoin Spotlight: AI Surveillance Push Revives Demand for Private Money
₿ Conviction
Aug 21, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Circle Bets Its Future on Payments Infrastructure Beyond USDC
₿ Conviction
Aug 12, 2026 weekly deep dive
Bitcoin Accumulation Mirrors 2022 Pattern as Macro Fractures Widen
₿ Conviction
Aug 7, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Biometric Identity Networks Race to Anchor the AI-Agent Internet
₿ Conviction
Aug 5, 2026 weekly deep dive
Rising Long-End Yields Tighten Conditions While Bitcoin Nears Deep Value
₿ Conviction
Jul 31, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Solana's Leading Aggregator Builds a Multi-Product Financial Stack
₿ Conviction
Jul 29, 2026 weekly deep dive
Two Rate Hikes Are Now Priced, and a Fragile Labor Market Is the Crack to Watch
₿ Conviction
Jul 24, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Synthetic Dollar Leader Trades 94% Off Its High as a Diversified Yield Engine Sets Up the Comeback Trade
₿ Conviction
Jul 22, 2026 weekly deep dive
Coin Rotation Stalls as Escalating Wars and a Hawkish Fed Delay the Cycle Low
₿ Conviction
Jul 17, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Derivatives Giant Defies Bear Market as Valuation Stretches Past Fundamentals
₿ Conviction
Jul 15, 2026 weekly deep dive
Patient Capital Deployment Delivers Near Triple-Digit Alpha Over Bitcoin
₿ Conviction
Jul 10, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Solana Revenue Craters as Green Shoots Emerge in RWAs and Perps
₿ Conviction
Jul 8, 2026 weekly deep dive
Bitcoin Bears Face a Patience Test as Coin Rotation Lags Prior Cycles
₿ Conviction
Jul 3, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Ethereum Scales Its Network but Struggles to Reward Its Holders
₿ Conviction
Jul 1, 2026 weekly deep dive
Bitcoin Approaches Deep Value as Macro Crosscurrents Converge
₿ Conviction
Jun 26, 2026 weekly deep dive
Quarterly Altcoin Spotlight: High-Velocity DeFi Leads the Fundamental Shakeout
₿ Conviction
Jun 24, 2026 weekly deep dive
Seven Leverage Pillars Explain Why Bitcoin Cycles Last Four Years
₿ Conviction
Jun 19, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Onchain Options Are Setting Up For Their Hyperliquid Moment
₿ Conviction
Jun 17, 2026 weekly deep dive
Onchain Pain Trails Prior Bears as Bitcoin Holds Sixty Two Thousand
₿ Conviction
Jun 12, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Private AI Subscriptions Grow Faster Than Token Buybacks Can Burn
₿ Conviction
Jun 10, 2026 weekly deep dive
Long-Term Holders Capitulate as Bitcoin Tests Fair Value Floor
₿ Conviction
Jun 5, 2026 weekly deep dive
Quarterly Altcoin Spotlight: PUMP Trades at 1.4x Sales as Critics Miss the Cash Flow
₿ Conviction
Jun 3, 2026 weekly deep dive
Bitcoin Slides Toward Fair Value as Strategy Starts Selling Coins
₿ Conviction
May 29, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Robinhood — Retail Brokerage Builds Crypto Rails at One-Fifth Hyperliquid's Multiple
₿ Conviction
May 27, 2026 weekly deep dive
Bitcoin Bear Market Sits in Middle Innings as Smart Money Trims
₿ Conviction
May 22, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Pump.fun — Memecoin Engine Trades Nine Times Cheaper Than Hyperliquid
₿ Conviction
May 20, 2026 weekly deep dive
Bond Stress and Sticky Inflation Cap Bitcoin's Bounce
₿ Conviction
May 15, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Zcash — Online Army Lifts the Privacy Coin Nineteen-Fold as AI Surveillance Anxiety Builds
₿ Conviction
May 13, 2026 weekly deep dive
Bitcoin's Rally Approaches Cycle Ceiling as Sellers Reactivate
₿ Conviction
May 8, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Aerodrome — Base's Liquidity Hub at a Cycle-Low Multiple Eyeing Ethereum
₿ Conviction
May 6, 2026 weekly deep dive
Squeeze Mechanics Power Bitcoin Climb While Spot Demand Lags
₿ Conviction
May 1, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Lighter — Cycle-Low Perps DEX Trying to Anchor Ethereum's Derivatives Lane
₿ Conviction
Apr 29, 2026 weekly deep dive
Crowded Shorts Mask The Real BTC Downside Risk
₿ Conviction
Apr 24, 2026 weekly deep dive
Hyperliquid Defies the Bear Market With a Rising Valuation
₿ Conviction
Apr 22, 2026 weekly deep dive
Bear Market Coin Rotation Mirrors 2022 With Eerie Precision
₿ Conviction
Apr 17, 2026 weekly deep dive
Solana Fees Hit Two-Year Low as Speculation Unwinds
₿ Conviction
Apr 17, 2026 weekly deep dive
One Preferred Security Now Anchors Bitcoin's Rally
₿ Conviction
Apr 9, 2026 weekly deep dive
Iran Ceasefire Eases Risk but Bear Market Holds
₿ Conviction Research — Weekly #16
Apr 2, 2026 weekly deep dive
Bitcoin Bears Eye $41K-$55K Range as Cycle Low Nears
₿ Conviction Research — Weekly #14
Apr 1, 2026 weekly deep dive
On-Chain Metrics Flag $40s-$50s as Bitcoin's Next Bottom Zone
₿ Conviction
Mar 30, 2026 weekly deep dive
Cycle Indicators Flash Buy but History Counsels Patience
₿ Conviction