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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
Issues10Foundeda month agoLast Issue11 days ago
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Latest Issues

Kevin Warsh's First FOMC Was the Most Consequential Fed Meeting in a Decade. Here Is Everything That Changed.

To investors,

After two days of meetings, briefings, and debate, Warsh produced a 130-word statement. Jerome Powell’s last statement ran 341 words. That ratio is not a stylistic choice. It is a philosophy about what a central bank should s...

11 days ago
10
1

Kevin Warsh Chairs His First Fed Meeting Today and the Market Has Already Made a Mistake.

To investors,

The market has already decided what Kevin Warsh is going to say. Futures traders have priced out every rate cut for the rest of 2026 and put a 58% probability on at least one hike before December. The easing bias is gone from...

12 days ago
10

The BOJ Has Crashed Markets Four Times in a Row. Not This Time. Here Is Why.

To investors,

The Bank of Japan raised its policy rate to 1% this morning. Highest level since 1995. The doomsday clock that crypto Twitter has been running for weeks finally hit zero. And the result? Bitcoin at the same spot. The yen bare...

13 days ago
11

We Asked Joe Consorti Why Bitcoin Is Falling While Everything Else Runs. The Answer Changes How You Position.

To investors,
I sat with Joe Consorti this week while Bitcoin was sitting 50% below its all time high and the SpaceX IPO was minutes from going live. Joe is one of the sharpest macro and Bitcoin analysts working today, and what he told m...

13 days ago
11

We Asked Henrik Zeberg Where Bitcoin Goes After the Rally. He Said $3,000

To investors,

I sat with Henrik Zeberg this week while Bitcoin was trading around $62,000 and the prevailing narrative was that the cycle bottom was behind us. Henrik is one of the few macro and technical analysts who has been consistently...

16 days ago

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