Newsletter
Bitcoin research, straight from the source.
Cycle commentary, model updates, and long-form pieces that don't belong in an X thread. Free posts drop here as they're published - the members-only deep dives go to $21/mo subscribers via email + archive.
4 of 4 posts below are gated to $21/mo members - the deep dives, market calls, and Smitty Originals interpretations. Free posts are open to everyone.
- 2026Issue 00414 min read★ Members
Hello, Bull Run: Time Is On Your Side
Bitcoin launched out of the support rainbow on September 21st and closed a green quarter. How long it took to match a century of stock market returns, and what share of a paycheck it takes to retire on it.
Members only - see membership → - Issue 00315 min read★ Members
The Fed Hiked, Clarity Died, And Bitcoin Went Up Anyway
A rate hike, a dead bill, $106 oil and Japan at a 31-year high - and Bitcoin went up. The Fed correlation tested properly, a bone to pick with OMEGA60, and what deleting the bubbles does to the growth rate.
Members only - see membership → - Issue 00213 min read★ Members
Thirteen Years Early: A 2013 Forum Post Called Today Within 15%
A February 2013 Bitcointalk post fitted Bitcoin's price to time and predicted $93,728 for this week. Plus the two-week report card, and the adoption power laws that broke while price didn't.
Members only - see membership → - Issue 0017 min read★ Members
We're Back, Baby: Above the Line to a More Bullish Level
Bitcoin ran to $72,801 and reclaimed its 200-week average in six days. What fired, what didn't, and what I'm watching next.
Members only - see membership →