ApeCoin (APE) token… What you need to know, the first edition. The four billion dollar brand known as Bored Ape Yacht Club (BAYC) set the tone for future digital art NFT collections when it dropped a token in March 2022. In the wake of the drop, sound bites and 280…

Macro Cycles Part Two: Treasuries When Jerome Powell speaks, traders get weak in the knees. His presence paralyzes the thought process of the most seasoned veterans. Everywhere I turn it’s Jerome this, Powell that. It’s clear that market gossip is the hot take of the day. What was once a…

Macro Cycles Part One: Eurodollars This story was originally published here on January 15. Be sure to subscribe to receive the next issue as soon as it gets released. As I write these words, I have no idea where the analysis is about to take me. I’ve loaded my Tradingview…

If the bottom is in, would you be upset? Many of you read our last issue “Developing Conviction”. In there we discussed how the market was preparing for a selloff. We didn’t need to wait very long to get a response as the market sold off nearly 10% within 24…

(Originally published in the Espresso Substack on November 24) Close your eyes and imagine for a moment the market took another dive lower. Altcoins will bleed, friends and family will ask if the market is going lower, and you will likely be searching for answers across various news outlets, threads…

Did you sense the disbelief? We last spoke about ten days ago. In the essay “Prepare Now” I mentioned how this is my favorite moment in the market. A time period where the market separates the winners from the losers without compromise. For those on the wrong side it is…

This is my favorite moment in the market. Emotions are a hard game to master. I struggle with this just as everybody else does. But when it comes to the market there are moments in time where everybody is throwing mud. Nothing is peachy. …

Determining if bitcoin goes up or down from here by looking at onchain HODL waves, options, and regulatory FUD. — Is it May 2018 or October 2017? Whenever I look at onchain metrics and charts this is what I ask myself. If you pull up a chart of bitcoin and the cryptocurrency market as a whole right now, you’ll quickly realize the importance of these two dates. In fact, I…

The market bleeds as bitcoin hunts. Any stop loss thoughtfully placed near recent lows is easy bait. To make matters worse, and momentum higher is short-lived. Its frustrating market action at its finest. Watching price move across the screen draws up images of a twenty-five year old heading home after…