
Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate treasuries embracing crypto. Are we witnessing the democratization of finance—or the final stage of a market cycle built on flywheel leverage?

As Bitcoin carves new all-time highs, the market is celebrating corporate treasuries embracing crypto. Are we witnessing the democratization of finance—or the final stage of a market cycle built on flywheel leverage?

The whole S&P 500 market rally is being carried by a handful of mega-cap names while 90-95% of stocks are just …

Wall Street’s most reliable pattern: How following the money and its impact on demand beats forecasting demand in …

The American economy isn’t collapsing — it’s evolving. Higher debt, persistent inflation, and structural shifts like …

I’ve been spending more time trading Bitcoin — and obsessing over charts that probably don’t belong in this newsletter. …