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
The Morning Note · 4 min read
One Year On: What 10/10 Taught Us
Twelve months, $20 billion in liquidations and countless “Bitcoin is dead” calls later, the thesis still stands.
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The Morning Note · 4 min read
Q4 2026 Outlook Breakdown - Part 5: What Red Weeks and the Ten Best Days Show
Three Bitcoin bull markets show what followed runs of red weeks, and how a year's return changes without its ten strongest days. Part 5 of our Q4 Outlook.
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The Morning Note · 4 min read
Q4 2026 Outlook Breakdown - Part 4: Who Is Buying, And Who Isn't
ETF flows show institutions returning while retail stays away. Part 4 of our Q4 Outlook breakdown asks who is driving Bitcoin and where the cycle sits.
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The Morning Note · 5 min read
Q4 2026 Outlook Breakdown - Part 3: Bitcoin vs The Alternatives
If the dollar is losing value, it is a poor yardstick. Part 3 of our Q4 Outlook breakdown tests Bitcoin against gold and equities.
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The Morning Note4 mins
One Year On: What 10/10 Taught Us
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The Morning Note4 mins
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