Early signals in AI, crypto & tech equities. SEC filings are where we look. ATLAS-7 is how we read them. 14 Sentinels keep watch. The proof is in our articles. Three decades building software systems, from neural networks to AI fintech.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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deltasignal.substack.comLatest Issues
First Grade for the Bessent Put: UNTESTED, and Under Pressure
On October 13 we published the 4 paths for the Bessent Put’s first test, with Path A at about 65%: core CPI at 0.2% or lower, the put survives.
The Bureau of Labor Statistics printed core CPI at +0.3% for September on October 14 (unrounded...
Will the Bessent Put Survive Tomorrow? Here Are the 4 Paths, With the Odds.
Tomorrow’s core CPI print is the first public test of the Treasury’s bond buyback program under Secretary Scott Bessent, the backstop traders call the Bessent Put.
Tomorrow at 5:30 AM Pacific, one number decides which of the 4 paths we are...
Bitcoin Rally: Both Money Layers Set Off a Double Alarm This Morning (Oct 12)
Price just closed above the 50-week average for a 4th straight week. The rally is real. The fuel is draining.
Price closed higher every day from Oct 8 through Oct 11, on the worst ETF outflow week since June. The price line is holding. The...
AI Infrastructure Boom: Everyone Sells Into Everyone Else’s Bid
We read the filings. Here’s what the money is doing.
The AI infrastructure boom is being funded by everyone selling into everyone else’s bid, and the receipts are piling up on both sides.
Bitcoin Action Recap. Week of Oct 5-10, 2026
Bitcoin lost 3.9% this week, and most of it happened in a single day. Here is what drove it, and here is what we published each morning before it happened.
📌 Every morning we publish a read on Bitcoin's setup, from our ATLAS-7 framework...
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Early signals in AI, crypto & tech equities. SEC filings are where we look. ATLAS-7 is how we read them. 14 Sentinels keep watch. The proof is in our articles. Three decades building software systems, from neural networks to AI fintech.
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