May 04, 2026
The Team is back from Bitcoin 2026 - Las Vegas! New this week: ETH/BTC ratio (is capital rotating to alts?) and dual MVRV-Z + NUPL on-chain reads (where are we in the cycle?).
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June 2, 2026
Bitcoin dropped another 5% today — yet stocks are calm and the economy just hit a four-year high. The whole story is an institutional exit from Bitcoin ETFs, now nearly $2 billion in five...
June 1, 2026
US factories just posted their strongest month in 4 years — but the bigger services read lands Wednesday, and that's the one markets actually wait for. Meanwhile Bitcoin slipped below $72K as ETF outflows hit a record and oil spiked. Here's why patience beats buying the dip this week.
May 30, 2026
Three things to watch this weekend: Bitcoin is historically cheap (MVRV at a five-week low), CME Group's regulated Bitcoin futures went 24/7 for the first time, and the engine cleared back to FAVORABLE...
May 27, 2026
PCE inflation prints tomorrow — the Fed's official gauge and the print that actually moves rate-cut odds. Engine paused at WAIT FOR ahead of the number. A hot reading...