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Market Update: The Setup Nobody Believes In
In today’s update I’m going over our game plan as the market progresses into a key time factor.
Apr 2
2
21:27
March 2026
Why Your Portfolio Is Lying to You
Why gold, real rates, the dollar, and equities may be aligning for the most important macro rotation of the next decade
Mar 23
17
8
6
Game Plan Update
This video walks through why the current late-March window may be one of the most important inflection points of the year for crypto.
Mar 20
3
28:52
The April Window: The Most Important Pivot of the Year
For several months now I’ve been repeating the same message: the April–May window may be the most important period of the year for this market.
Mar 17
14
8
Game Plan Update: Entering the Most Important Window Since Late 2024
In this update to Founding Members, I’m going to walk through our current game plan as we enter what I believe is one of the most important windows for…
Mar 11
10
6
The Digital Gold Trap: Why Bitcoin’s Success is the End of Your Outsized Returns
Over the last month I’ve been highlighting what I believe is a serious macro inflection point forming between Bitcoin and the broader altcoin market.
Mar 9
7
5
March: A Critical Turning Point in This Cycle
In January we identified a major time window for subscribers around the 20th that marked the beginning of a sharp decline.
Mar 2
13
6
February 2026
AI Will Not Cause Mass Unemployment (And It Never Could)
The AI job collapse narrative is wrong.
Feb 26
3
2
2
A Critical Time Window Is Here — And the Risk Trade Is Setting Up
We are now entering the exact time window we outlined at the beginning of the month.
Feb 18
9
4
4
25:56
Bitcoin Update + Why the Crowd Is Likely Wrong
In this update, I clarify my positioning on Bitcoin and the broader market as we close out the week.This Substack is reader-supported.
Feb 12
4
1
15:41
Why Ethereum is the Market’s Biggest Liar
While attention remains glued to BTC and macro fear narratives, a very different story is quietly unfolding beneath the surface.
Feb 9
19
5
Why February Is the Inflection Point Most Investors Will Miss
*I apologize for the poor audio in the video some segments are nearly incoherent but I think you will understand the gist of what I’m seeing.
Feb 4
20
8
25:57
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