Archive - Jay’s Substack

Underperformance of crypto equities

Nov 13, 2024 •

Markets and election uncertainty

Let's take a look

Nov 3, 2024 •

October 2024

MSTR: Converting index investing into a BTC bid

Oct 11, 2024 •

September 2024

why i am very bullish crypto over the next 12 months

Sep 30, 2024 •

June 2024

60,000 - 70,000

A reflection on the last 120 days

Jun 27, 2024 •

Group of fools -- Arthur Hayes

Jun 7, 2024 •

May 2024

Easy button -- Arthur Hayes

China vs. Japan vs. America

May 21, 2024 •

Mayday -- Arthur Hayes

Buy in May and go away

May 4, 2024 •

April 2024

Left curve -- Arthur Hayes

Why the bull market isn't over (yet)

Apr 24, 2024 •

Restaking and LRTs

In between Docker and real estate?

Apr 17, 2024 •

Heatwave -- Arthur Hayes

Bearish until May?

Apr 9, 2024 •

we've ~been~ BACK

Apr 1, 2024 •

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