Weekly notes on Bitcoin markets, what the desk is seeing, and what we changed this week. Published in public so you can read the thinking — not just the results.
Subscribers get this every morning. Where the market sits, what the desk is biased toward, and what would make it change its mind. Read the full unredacted version.
Read →A look back at the most-profitable and most-painful months of last year. Patterns we saw, lessons that stuck, what we changed.
Read →Bitcoin doesn't move up and down the same way. Long winners and short winners have different shapes. Our exit logic adapted; results improved.
Read →After thousands of trades' worth of data, one of the inputs the desk relied on turned out to be near-noise. Removing it made the rest of the picture cleaner — and lifted profitability.
Read →Empty days aren't bugs. The desk is engineered to sit out conditions it doesn't recognise — even when it means closing flat for a week.
Read →Most retail traders lose because they exit poorly. We took an entry-side rule and applied its mirror to exits. The compounding effect is sneakily large.
Read →One email. Sundays. New research notes + the past week's closed-trade summary. Free.