Jay’s Substack

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bitcoin death-cross study
TL;DR - decline into the death cross is expected and is mostly played out.
Apr 1, 2025 • Jay
25% bitcoin price declines
We’ve most recently had a > 25% decline in bitcoin price from peak to trough.
Mar 31, 2025 • Jay
Underperformance of crypto equities
WTF?
Nov 13, 2024 • Jay
Markets and election uncertainty
Let's take a look
Nov 3, 2024 • Jay
MSTR: Converting index investing into a BTC bid
Gud ponzi
Oct 11, 2024 • Jay
why i am very bullish crypto over the next 12 months
data driven
Sep 30, 2024 • Jay
60,000 - 70,000
A reflection on the last 120 days
Jun 27, 2024 • Jay
Restaking and LRTs
In between Docker and real estate?
Apr 17, 2024 • Jay
Q2 outlook
we've ~been~ BACK
Apr 1, 2024 • Jay
Robinhood Gold
Bundling and unbundling again
Mar 28, 2024 • Jay
GetGrass: decentralized bandwidth/data access?
Trillion dollar market?
Mar 23, 2024 • Jay
Thoughts on CLSK
5 weeks out from the halvening
Mar 13, 2024 • Jay
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