Its been a while… Since we last spoke seven months ago: Inflation is still lingering around 8%, treasury yields have inverted all throughout the curve, markets dropped into a den of grizzly bears, and a contagion unfolded in crypto. It feels like what started as a dumpster fire has now…

The downward trend has extended for weeks. Your favorite analyst is telling you prices are likely to reverse due to negative funding rates. And all you can see is doom and gloom on your Twitter timeline. You are not sure what to think of it… But what you do know…

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…

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 discussion about tether flows or…

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 software with about 30 various…

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. …