Quarterly Outlook · 1 min read
2026 Q4 Outlook: The Recovery Nobody Believes
This report examines the macro, fundamental and technical forces shaping Bitcoin through Q4 2026.
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Our Insights
Rake Review · 12 min read
September Rake Review 2026: When Bad News Stops Working
September handed Bitcoin a Middle East escalation, a failed crypto bill and the Fed's first rate hike in three years. It finished the month green anyway.
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The Morning Note · 5 min read
The Bottom Pump Is Over. Welcome to the Chase.
March 2023 just printed again. The bottom pump is over, the chase leg has begun, here's what's gone and what's still ahead.
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The Morning Note · 3 min read
Were you ready for it?
Bitcoin has blown past months of resistance, leaving many facing a familiar decision about what to do next.
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The Morning Note · 5 min read
Higher Yields, Higher Bitcoin
Despite rate hikes and 18-year high real yields, Bitcoin holds strong as markets reprice sovereign risk.
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Our most recent articles
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The Morning Note5 mins
The Setup Into Yesterday's Hike Matters More Than the Hike Itself
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The Morning Note4 mins
Hikes Are Back. Bitcoin Didn't Flinch.
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The Morning Note4 mins
The CLARITY Act Just Got Blocked. Here's What Actually Happened, and What Didn't.
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The Morning Note5 mins
The Second Oil Shock Playbook Is Back, and Hard Assets Wrote the Rules Last Time
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The Morning Note4 mins
Early Crow, Or Standing On Business
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The Morning Note7 mins
Japan's Live Demonstration: Printing to Save a Currency
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The Morning Note4 mins
The Fed Is Not Talking About Cuts
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The Morning Note7 mins
Meet the Sellers.
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The Morning Note5 mins
21 Banks Just Committed To Putting Their Customers On A Blockchain
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The Morning Note4 mins
The Jobs Report Beat by 3x and Bitcoin Got That Dip We Forecasted. Here's Why.
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Daily Morning Note
The Morning Note5 mins
The Bottom Pump Is Over. Welcome to the Chase.
· Stormrake
The Morning Note3 mins
Were you ready for it?
· Stormrake
The Morning Note5 mins
Higher Yields, Higher Bitcoin
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