A combination of macro and crypto indicators can provide a more nuanced perspective about where we are in the cycle and how to position the most volatile crypto allocation of your portfolio.

When you sit at a blackjack table, you have several options. You can bet the same amount each round, bet a random amount, or try to bet an amount based on how likely you are to win.

Bitcoin is making headlines again (the good kind) after two months of face melting candles. It is up 62% since October 6th, Coinbase is climbing\* the iOS finance app rankings, and Saylor and Bukele are back in the black.

Bitcoin pumped to $35k this week, a level last seen over a year ago (May 2022).

If you have used Waze, you’ve taken side streets to avoid traffic.

While operation choke point 2.0 set the industry back months (years?) in the fallout of the FTX collapse by targeting fiat on and off ramps such as the silvergate exchange network and signature bank, there’s been a lot of news the last two weeks about new players making it easier for fiat to flow in and out of the digital asset ecosystem.

KPMG released a report describing bitcoin’s role in the ESG imperative representing a major narrative shift.

BTC boomerangs to range last seen in June 2022.

gm fam. we are trying out a new format. this account will share more regular but less structured research relative to our primary mirror account. themes include but not limited to macro, web3, AI, IP, and the metaverse. nothing here is investment advice, just data and commentary for fun and learning.