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 5, 2026
Markets slid on a hot May jobs report today. A stark disconnect remains: crypto fear is at extremes, but US credit, manufacturing, and services remain in expansion.
June 4, 2026
The US economy's biggest engine is still running hot: services expanded for a 23rd straight month. With Bitcoin ETFs seeing outflows, the signal holds at NEUTRAL — and the May jobs report lands tomorrow.
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.