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Signs of the "Early Bull?"

Signs of the "Early Bull?"

Or is September poised to deliver seasonal weakness?

Michael Nadeau
Michael Nadeau
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Regime Shift?

Regime Shift?

Did BTC just enter the "early bull" phase of the next expansion?

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
Is AI Entering the "DAT Season" Stage of the Cycle?

Is AI Entering the "DAT Season" Stage of the Cycle?

New financing and capital markets activity are screaming "late cycle"

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
Did the U.S. Treasury Just Implement a "QE Lite" Policy?

Did the U.S. Treasury Just Implement a "QE Lite" Policy?

An update on BTC market structure and building macro risks

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
Is the Fed Letting the Market Do the Tightening?

Is the Fed Letting the Market Do the Tightening?

The yield curve is steepening

Michael Nadeau
Michael Nadeau
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Can the Economy Handle Rate Hikes?

Can the Economy Handle Rate Hikes?

Forecasting the path forward for BTC and the crypto markets

Michael Nadeau
Michael Nadeau
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BTC: Cycle Awareness Update

BTC: Cycle Awareness Update

+ our views on the evolving macro setup

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
Performance Review

Performance Review

Performance, key learnings, and portfolio management strategy.

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
The Narrative is Shifting Again

The Narrative is Shifting Again

Fade or buy "the lows are in?"

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
52% of the BTC Supply is now in the Red

52% of the BTC Supply is now in the Red

Historically, what have future returns looked like at these levels?

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
Why does BTC continue to track the 4-Year Cycle?

Why does BTC continue to track the 4-Year Cycle?

How to understand crypto cycles from first principles

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
BTC: Cycle Awareness Update

BTC: Cycle Awareness Update

What's the onchain data signaling about what comes next?

Michael Nadeau
Michael Nadeau