Decode Newsletter

DN07 | Primed For Rotation

A definitive two-part issue. First, an end-to-end recap of the macro setup and why it is priming a massive capital rotation. Second, a detailed…

Jan 4 • Decode Crypto

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December 2025

DN06 | The Production Floor

Combining Elliott Wave targets with our new Production Cost model, we pinpoint the Bitcoin bottom, then look ahead to 2026 macro expansion and the…

Dec 23, 2025 • Decode Crypto

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DN05 | Anatomy Of A Correction

An unresolved correction that still looks more like an extended shake-out than a structural change of fortune.

Dec 9, 2025 • Decode Crypto

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November 2025

DN04 | Is The Cycle Dead?

A forensic Elliott Wave breakdown, and a technical pivot that is fully aligned with macro.

Nov 23, 2025 • Decode Crypto

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DN03 | Ignoring The Noise

Why I’m still betting on a longer Bitcoin cycle, how the AI revolution is fueling the next leg up, and what I'm doing to capitalise on it.

Nov 10, 2025 • Decode Crypto

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October 2025

DN02 | The 4 Year Cycle Trap

A market divided between a 4 year cycle and the tailwinds of a new expansion. Discover the signals pointing to a historic rotation, a new altseason, and…

Oct 28, 2025 • Decode Crypto

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DN01 | The Great Rotation

A deep-dive into bitcoin's relationship with gold.

Oct 19, 2025 • Decode Crypto

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DN00 | Genesis

I’m excited to finally share the first issue of this long form write up.

Oct 15, 2025 • Decode Crypto

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