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21 Sep 2026
All bitcoin needed was some clarity
As unknowns became knowns, capital returned to BTC, lifting it toward the yearly open. Technical, structural, narrative, and seasonal signals remain encouraging, supporting our bullish bias, though rising yields point to growing risk appetite.
24 Jun 2026
K33 Podcast: Ahead of the Curve
Not every day leaves enough time to read a full market report. If you prefer to stay informed while commuting, traveling, or between meetings, you can now listen instead.
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.

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