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Bitcoin Intelligence

Bitcoin Intelligence, Negative Capability

Weekly Bitcoin research tracking on-chain data, macroeconomics, and global liquidity.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues51SubscribersRead bitcoinintelligence.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oil Explodes and Catches Bitcoin in the Blast Radius

Tough times for markets. The Iran war has changed the market fundamentals and has disrupted one of the most consequential energy commodities. This is no small disruption with wild effects on markets.

10 days ago
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Momentum Model: Recovery Continues

Momentum remains in a bearish regime, but recovering reliably

17 days ago
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Early Signs of Stabilization

Several indicators show that the market is changing

25 days ago
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Iran’s War, the Oil Shock, and the Hidden Supply Chain Crisis

Hormuz is only half the story

a month ago
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Authors

The writers behind this newsletter.

  • Bitcoin Intelligence

    Bitcoin Analytics, Economics, Money, and Markets.

  • Negative Capability

    Markets reward those who endure uncertainty

  • Frequently Asked Questions

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