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The Insider

Join The Insider Letter - A weekly letter packed with research from the investors inside the crypto industry.

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Substack
PricingOnly free issuesPublishesDaily
Issues26Founded4 months agoLast Issue10 days ago
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Latest Issues

A $150 Trillion Market Just Opened Up To Crypto. Guy Young Says Ethena Rebuilt Its Entire Business Around It.

To investors,

USDe supply sits below five billion dollars, down from a peak near fifteen billion last October, and the consensus read on that chart is simple. Ethena is a levered bet on crypto exuberance that stops working the moment fundi...

10 days ago
7

Bitcoin Just Broke A Major Trend. Jamie Coutts Says That Is Why He Cut Bitcoin Below Half.

To investors,

Bitcoin has run 23.15 percent off its August 7 low and been turned away at the low 82,000s four times since, most recently at 82,283 dollars on September 3. Jamie Coutts, chief crypto analyst at Real Vision and the man who bu...

12 days ago
9

Bitcoin Is About To Punish Everyone Who Waited. Anthony Pompliano Says The Confirmation They Were Waiting For Already Fired.

To investors,

Every trader who watched the Treasury’s bond buyback announcement barely dent long dated yields decided the whole thing was theater, a move from two billion dollars to four billion dollars in per operation purchases against a...

25 days ago
6
1

This Bull Market Will Look Nothing Like 2021. Alessandro Says The Reason Is A Framework Most Investors Have Not Applied Yet.

To investors,

The dominant assumption going into this cycle is that a Bitcoin breakout drags every token up with it, the same rotation that defined 2021, when capital moved down the risk curve almost regardless of what a project actually d...

a month ago
9

This Is Just The Start Of Bitcoin’s Breakout. Arthur Hayes Says The Treasury Just Told Him Why.

To investors,

Wednesday afternoon the U.S. Treasury did something it called routine, doubling the size of its long bond buyback operations, and yields across the curve fell within minutes. Arthur Hayes, the BitMEX co-founder who came out o...

a month ago
4

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