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.
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June 22, 2026
The patient-buyer setup is intact — extreme fear, Bitcoin below trend, a stable macro backdrop — but undervalued can stay undervalued. A neutral signal heading into Thursday's inflation read.
The Saturday Briefing: What is Bitcoin, actually?
Stocks calmed after the Fed while crypto stayed in extreme fear — and a plain-English answer to what Bitcoin actually is.
June 19, 2026
Stocks rallied and the fear gauge cooled after the Fed — but crypto's still buried in extreme fear and ETF outflows widened. Today's signal: Neutral.
June 18, 2026
Stocks shook off the hawkish Fed, but Bitcoin kept sliding to its deepest point below trend this pullback — even as the value case (extreme fear, undervalued, calm credit) quietly firmed. The next test is the...