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Flows Point to $128K Fair Value for Bitcoin
Institutions Now Own 11% of Bitcoin Supply & Core Services Inflation Is the Real Problem
Jul 18
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Flows Point to $128K Fair Value for Bitcoin
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Bitcoin On-Chain Metrics Say: This Is Not the Top
Bitcoin On-Chain Activity Report, July 2025
Jul 16
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Bitcoin On-Chain Metrics Say: This Is Not the Top
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Bitcoin Breaks Out, What Comes Next?
Macro, ETF flows, and price momentum suggest more upside.
Jul 14
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Bitcoin Breaks Out, What Comes Next?
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Bitcoin Hits $119K And ETF Flows Say There’s More Room to Run
Also Bitcoin ETFs Are Gaining on Gold in 2025’s Flow Race & Rising Debt, Rising Rates, Shrinking Dollar
Jul 11
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Bitcoin Hits $119K And ETF Flows Say There’s More Room to Run
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Bitcoin Treasury Stocks Run on Vibes
Bitcoin Treasuries Report, July 2025
Jul 9
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Bitcoin Treasury Stocks Run on Vibes
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Bitcoin Improves Portfolio Performance Even in Risk-Adjusted Terms
A 10% allocation outperforms gold and bonds in most market conditions
Jul 7
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Bitcoin Improves Portfolio Performance Even in Risk-Adjusted Terms
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Institutions Are Betting on Bitcoin, Not Ethereum
Also Bitcoin and Gold, The Hard Assets Institutions Keep Buying & Unemployment Stays Low, and the Fed Stays Put
Jul 4
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Institutions Are Betting on Bitcoin, Not Ethereum
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ETF Flows Signal Bitcoin Is On Track for a New All-Time High
Bitcoin ETFs Report, July 2025
Jul 2
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ETF Flows Signal Bitcoin Is On Track for a New All-Time High
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June 2025
All the Right Signals: Bitcoin’s Path to a New All-Time High
Momentum is building, flows are strong, and the odds favour a breakout.
Jun 30
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All the Right Signals: Bitcoin’s Path to a New All-Time High
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Bitcoin ETF Inflows Hold Steady Through Market Turbulence
Also Ethereum’s Lagging Performance Signals a New Market Structure & The Fed’s Tone Is Normalizing, That’s All Markets Need to Hear
Jun 27
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Bitcoin ETF Inflows Hold Steady Through Market Turbulence
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Bitcoin Stalled With Stocks: Correlations Are Holding It Back
Bitcoin Correlations Report, June 2025
Jun 25
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Bitcoin Stalled With Stocks: Correlations Are Holding It Back
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What ETF Flows Reveal About Bitcoin’s Short-Term Outlook
Interpreting institutional positioning through ETF flow regimes
Jun 23
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What ETF Flows Reveal About Bitcoin’s Short-Term Outlook
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