16 Feb 2026
Calm after the storm
BTC has gone quiet after the crash: spot volumes are down 59%, longs are exiting, ETF holdings have seen a record drawdown, and Fear & Greed hit 5. Our regime model echoes late-2022 lows, and point to a long $60–75k grind ahead.
22 Dec 2025
2025 - Year in Review
The past year has been a conundrum. Fundamentals are stronger than ever, yet BTC has underperformed major asset classes. When prices and fundamentals diverge, opportunities arise, and we believe 2026 sets the stage for a strong BTC resurgence.
06 May 2025
Navigating The Future of Altcoin Markets
This week’s Navigating Narratives marks the final edition in the series. With that, this article offers a snapshot of today’s crypto market and some key tips going forward as the wild altcoin space continues to evolve.
- 14 Jul 2025
- 26 Mar 2024
- 05 May 2025
- 27 Feb 2024
