Analysis
Yen Carry Trade Explained: Why It Moves Bitcoin
The yen carry trade is the world's cheapest borrowed money funding assets everywhere. Here is how it works, why it unwinds, and what it …
Market & Project Analysis
Deeper dives into market structure, tokenomics, on-chain data and the projects shaping the digital asset landscape.
Analysis
Who Is Benjamin Cowen? The Data-Driven Crypto Analyst
Who is Benjamin Cowen? A guide to the data scientist behind Into The Cryptoverse, his Bitcoin Risk Metric, logarithmic regression bands, and …
Analysis
Is Now a Good Time to Buy Gold? A 2026 Guide
Is now a good time to buy gold? After 2026's sharp pullback from record highs, here's a clear framework for the buy decision, the price …
Analysis
Who Is Mark Moss? The Bitcoin and Macro Educator
Who is Mark Moss? A guide to the Bitcoin and macro educator, his Market Disruptors platform, YouTube channel, and role as a corporate …
Analysis
China Gold Reserves: Why the PBOC Keeps Buying
China's gold reserves hit ~2,346 tonnes in June 2026, a 20th straight month of buying. Here's why Beijing keeps stacking gold — and what it …
Analysis
Market Seasonality Explained: Do Calendar Patterns Work?
Seasonality is the tendency of markets to move in recurring calendar patterns. Here is what the data says about Bitcoin, stocks, and 2026.
Analysis
Bank of Japan: Why Its Rate Hikes Move Global Markets
The Bank of Japan raised rates to 1% in June 2026 — the highest since 1995. Here is why the BOJ, the yen and the carry trade matter to every …
Analysis
Kalshi vs Polymarket: How the Two Compare in 2026
Kalshi vs Polymarket: Kalshi is a CFTC-regulated dollar exchange, Polymarket a crypto-native market now onshore in the US. Here's how they …
Analysis
What Is Deflation? Causes, Effects and Real Risks
Deflation is a sustained fall in the general price level. As of July 2026, here are its causes, the deflationary spiral risk, and why …
Analysis
Why Is Bitcoin Down While Stocks Are Up? Real Yields
Why is Bitcoin down while stocks are up? Mark Moss argues it isn't broken or manipulated — real yields and the risk curve pulled the money …
Analysis
The Great Repricing: Debasement Meets AI Deflation
The great repricing is the collision of monetary debasement and AI deflation — why gold, Bitcoin and tokenized assets absorb the wealth fiat …
Analysis
Raoul Pal Supercycle: Why He Sees No Bear Market
The Raoul Pal supercycle thesis argues AI capex, debt, and liquidity make a 2026–2028 bear market almost impossible. Here's the case — and …