Bitcoin on-chain & cycle analysis.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 160 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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bitcoinstrategy.substack.comLatest Issues
Digital Credit
Market Analysis: Between Key Levels
Dear Bitcoiners,
Institutional Adoption Report Q1 2026
Dear Bitcoiners,
Over the past years, we’ve been tracking institutional adoption. Each quarter, I’ve shared the latest Institutional ETF Holdings insights gathered from 13F filings. These filings only include institutions with over $100M i...
Market Update & New Roxom Sponsorship
Dear Bitcoiners,
Bitcoin broke above the STH cost basis, a level we’ve been tracking closely over the past weeks. This is a constructive development. However, Bitcoin is still below the 200-day moving average, which means we are not fully...
The Adoption Curve of Bitcoin
Dear Bitcoiners,
The make-or-break moment for Bitcoin continues. Over the past week, Bitcoin has been sitting right below the STH cost basis (live chart available). We’ve been covering this level in the past two newsletters, which you can...
STH Cost Basis: Make or Break
Dear Bitcoiners,
The make-or-break moment for Bitcoin continues. Sentiment is extremely bullish, yet the reality is that Bitcoin is still sitting right below the STH cost basis. Still, there are valid reasons why Bitcoin could push through...
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Bitcoin on-chain & cycle analysis.
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