Stop watching BTC. Watch ETH.
So far BTC has held. Everything else didn’t. Now if your first reaction to that sentence is relief, we need to talk. Because that is…
The easy part of the AI trade is over. Anybody can write a check for $200 billion. This week the three biggest names in the trade have to stand in front of the class and show what the…
So far BTC has held. Everything else didn’t. Now if your first reaction to that sentence is relief, we need to talk. Because that is…
For the past two years the only question the market asked about AI spending was how big the number could get. Like a dog with…
Here is the part that doesn’t make it into the ETF flow tweet: a billion dollars just showed up, and it changed nothing. Three days…
The market wasn’t paying for promises this morning. It asked for proof of funds, and the AI complex couldn’t produce any. The premarket bid is…
I know exactly what you’re doing right now. It’s football season Sunday. Trading volume is thinner than a gas station hot dog, and somewhere between…
There’s a trendline on Bitcoin that has held since 2018, with one clean exception. Price is sitting on it right now, and the only question…
Charts, credit, and real-world positioning for people who prefer an actual plan.

Charts, credit, and real-world positioning for people who prefer an actual plan.

Charts, credit, and real-world positioning for people who prefer an actual plan.

A timeless reminder that nothing is new, and you are not as smart as you think you are.
Same incentives. Same players. Same nonsense.
Feelings do not compound. Edge does.