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Deep Dive 6/8/26
Executive Summary
The Bitcoin market experienced a drop to $61,141 Sunday before violently surging past $64,000 and closing the week at $63,316. This …
3 weeks, 1 day ago
The Debate: Bitcoin Retesting $60,000 Support
Executive Summary
As of June 2026, Bitcoin is positioned at a critical structural inflection point, testing support of a highly contested valuation ba…
3 weeks, 2 days ago
The Week That Was
Executive Summary
The Bitcoin market during the first week of June 2026 was defined by a severe liquidity contraction and a significant structural rep…
3 weeks, 3 days ago
Deep Dive 6/5/26
Executive Summary
A severe macroeconomic shock has disrupted typical market logic, transforming a strong US labor report into a direct liquidity drain…
3 weeks, 4 days ago
Deep Dive 6/4/26
Executive Summary
The cryptocurrency market experienced a further contraction over the last 24-hours, resulting in the elimination of nearly $2 billio…
3 weeks, 5 days ago
Deep Dive 6/3/26
Executive Summary
The digital asset market has experienced extreme visual volatility over the past two weeks, marked by nearly $4 billion in outflows …
3 weeks, 6 days ago
Deep Dive 6/2/26
Executive summary
The underlying factors driving the recent Bitcoin market volatility, where prices fell from over $72,000 to a low of $69,200, are ex…
4 weeks ago
Deep Dive 6/1/26
Executive Summary
A major strategy shift is occurring among corporate holders of Bitcoin. Moving away from the traditional practice of indefinitely ho…
4 weeks, 1 day ago
![[REPLAY] Deep Dive Special: The Development of Bitcoin](https://substackcdn.com/feed/podcast/5051789/post/199973301/cdf24c5abe830b7e9e119dd21917bde3.jpg)
[REPLAY] Deep Dive Special: The Development of Bitcoin
This is a replay of our special report, originally published on July 6, 2025.
An overview of Bitcoin's origins and evolution, tracing its roots back t…
1 month ago
The Week That Was
Executive Summary
The final week of May 2026 was characterized by structural friction as Bitcoin (BTC) transitioned from a period of high-level consol…
1 month ago