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The Watch List
Portfolio Alerts
July 1, 2026
52% of the BTC Supply is now in the Red
Historically, what have future returns looked like at these levels?
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June 24, 2026
Why does BTC continue to track the 4-Year Cycle?
How to understand crypto cycles from first principles
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June 17, 2026
BTC: Cycle Awareness Update
What's the onchain data signaling about what comes next?
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June 10, 2026
Has BTC Entered the "Buy Zone?"
An update across Bitcoin, the "AI trade," and Macro
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June 3, 2026
Fat Pitch #2
BTC is undergoing its 2nd capitulation of the bear market
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May 27, 2026
BTC: Realized Loss Analysis
How do losses in 2026 stack up against prior bear markets?
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May 20, 2026
Signs of a Cycle Bottom?
If we already bottomed, here's why
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May 13, 2026
Momentum is Waning
As macro risks are rising
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