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Newsletter
Halfway Through the Bear: What On-Chain Data Says About What Comes Next
173 days since the $126K top, every key oscillator sits at the bottom of its annual range. The cycle clock says we're 45% of the way through, and history says there's more to come.
Mar 28, 2026·10 min read
Newsletter
How Close Are We to a Bitcoin Cycle Bottom?
Using 5 on-chain metrics to build a cycle bottom checklist — and none of them are fully met yet.
Feb 28, 2026·10 min read
Analysis
Introducing the Accumulation Index
A new proprietary on-chain metric that tracks whether Bitcoin holder cohorts are accumulating or distributing, with per-cohort breakdowns from Shrimp to Humpback.
Feb 24, 2026·5 min read
Newsletter
Unpacking The Bitcoin Market
Diving deeper into active coins, and bitcoin cohorts.
Feb 21, 2026·7 min read