Jay’s Substack

bitcoin death-cross study

TL;DR - decline into the death cross is expected and is mostly played out.

Apr 1 • 

Jay

7

March 2025

25% bitcoin price declines

We’ve most recently had a > 25% decline in bitcoin price from peak to trough.

Mar 31 • 

Jay

2

update on strategy and saylor

bitcoin bank

Mar 27 • 

Jay

3

November 2024

Underperformance of crypto equities

WTF?

Nov 13, 2024 • 

Jay

10

Markets and election uncertainty

Let's take a look

Nov 3, 2024 • 

Jay

7

October 2024

MSTR: Converting index investing into a BTC bid

Gud ponzi

Oct 11, 2024 • 

Jay

13

1

September 2024

why i am very bullish crypto over the next 12 months

data driven

Sep 30, 2024 • 

Jay

25

4

June 2024

60,000 - 70,000

A reflection on the last 120 days

Jun 27, 2024 • 

Jay

16

1

Group of fools -- Arthur Hayes

its go time

Jun 7, 2024 • 

Jay

16

1

May 2024

Easy button -- Arthur Hayes

China vs. Japan vs. America

May 21, 2024 • 

Jay

14

Mayday -- Arthur Hayes

Buy in May and go away

May 4, 2024 • 

Jay

13

April 2024

Left curve -- Arthur Hayes

Why the bull market isn't over (yet)

Apr 24, 2024 • 

Jay

16

1