Deep dives into Bitcoin fundamentals, trading strategies, and market mechanics.
The halving cycle thesis worked when Bitcoin was small enough for miners and retail traders to move. Now BlackRock's ETF is the market. Macro is the tail. Here's what actually determines cycle position in 2024 and beyond.
Most crypto investors think they understand market cycles. They don't. The problem isn't missing the big picture—it's confusing correlation with causation, misreading phase transitions, and applying a 2017 framework to a market where BlackRock holds $30 billion in spot ETFs. Here's the actual playbook.