- #63: Ask Not For Whom The Bell Tolls..., June 1, 2026
- #62: The Technological Republic, May 3, 2026
- #61: Clash Of Civilizations, April 1, 2026
- #60: I'm Bullish On Hypernormality, Feb 28, 2026
- #59: The Final Catastrophe, January 31, 2026
- #58: Serfdom or Sovereignty January 4, 2026
- #57: The Four-Year Cycle is Dead December 1st, 2025
- #56: Mild Winter? November 2nd, 2025
- #55: Here Comes Yield Curve Control and Biometric Banking October 1st, 2025
- #54: The Fed Caves September 1st, 2025
- #53: See The Glory Of The Royal Scam August 2nd, 2025
- #52: The Stablecoin Standard July 2nd, 2025
- #51: Bitcoin Hits All-Time Highs On Bond Implosion Jun 2, 2025
- #50: Remember Where You Read It First May 2, 2025
- #49: Noopolitik in The Fourth Turning March 31, 2025
- #48: US Announces Strategic Sh*tcoin Reserve Mar 3, 2025
- #47: On The Crest of a Massive Liquidity Wave Feb 3, 2025
- #46: 2025: The Year the Central Bankers Lose ControlJan 6, 2025
- #45: The End of the Global Monetary Non-System
December 2, 2024
- #44: Bond Vigilantes, BRICs, and Bitcoin ATHs, oh my November 3, 2024
- #43: Uptober Surprise October 3, 2024
- #42: Are We Topping? September 3, 2024
- #41: …And Then You Win August 1, 2024
- #40: There Is No Top July 1, 2024
- #39: The Bitcoin Effect June 2, 2024
- #38: Bitcoin Runed May 1, 2024
- #37: The World’s First Million Pound Candle (But Not The Last) April 2, 2024
- #36: #Winning March 3, 2024
- #35: File Under “Irony” February 3, 2024
- #34: Something Crazy May Or May Not Happen This Year January 2, 2024
- #33: “Outlook Negative” December 3, 2023
- #32: Is It Secular? Or Is It Cyclical? November 5, 2023
- #31: It’s Like Moore’s Law, But For Debt October 3, 2023
- #30: Common Knowledge Arises From Asking The Right Questions September 4, 2023
- #29: Fire From The Dragon August 1, 2023
- #28: “Forcing Behaviours” July 1, 2023
- #27: Debt Ceiling? There’s No Such Thing As ‘The Debt Ceiling’ June 1, 2023
- #26: It’s Like The GFC, But At Warp Speed May 1, 2023
- #25: One Million Dollar Bitcoin In 90 Days? April 3, 2023
- #24: WWIII Is More Than A Trending Hashtag March 2, 2023
- #23: Peak Davos and The Death of the Petrodollar February 1, 2023
- #22: Fiat Reality and The Great Recession of 2023 January 3, 2023
- #21: It’s a clown show: crypto editionDecember 1, 2022
- #20: We’re in the Inflection PointOctober 31, 2022
- #19: The Dollar Milkshake and World War IIIOctober 1, 2022
- #18: Political DynamiteSeptember 2, 2022
- #17: It’s Not a Lie If You Believe ItJuly 31, 2022
- #16: “Burn, Baby Burn (Crypto Inferno)”♬June 30, 2022
- #15: “In Due Course”May 31, 2022
- #14: We Are Approaching ‘Deep Value’ TerritoryMay 1, 2022
- #13: Meet The MandiblesApril 1, 2022
- #12: Living in The JackpotFebruary 28, 2022
- #11: Don’t Tread On TruckersJanuary 31, 2022
- #10: Everything Louder Than Everything ElseDecember 31, 2021
- #9: OmniCON Changes Nothing November 16, 2021
- #8: “The Two Sides of Cryptoization” October 31, 2021
- #7: Nine Meals From Anarchy
- #6: Conquest by Purchase
- #5: The Peasants Are Revolting
- #4: De-Dollarization Has Begun
- #3: After the Crash: Cryptos are Here to Stay
- #2: Suddenly, Not Gradually
- #1: Welcome to the FUD Cycle
Note: As of April 2025 the portfolio reviews were merged into the monthly letters
- The Next Global Financial Crisis is Dead Ahead April 16, 2025
- Macro Weakness Weighing on Bitcoin Mar 15, 2025
- The Memecoin Trade is Over Feb 16, 2025
- Was That The Top? 2025 Edition Jan 15, 2025
- Will Quantum Computing Kill Crypto? Dec 16, 2024
- We’ve Flipped Into a Parallel Universe November 16, 2024
- Nothing Will Stop The Coming Liquidity Wave October 16, 2024
- Does It Matter Who Wins The US Election? Septmber 16, 2024
- The Psychology of Sell-offs In This Crypto Cycle August 16, 2024
- Is the Pullback Over? July 18, 2024
- The Fed is Phoning It In June 16, 2024
- Tapering “The Taper” Means More Cowbell May 13, 2024
- The Halving is (Nearly) Here April 16, 2024
- Bitcoin is Ripping, But the Miners Are Tripping March 16, 2024
- The Bitcoin Era Has Commenced February 18, 2024
- Bitcoin Wins. The SEC Loses. January 15, 2024
- The Fed is Afraid …of Something December 17, 2023
- It Is Time To Fully Commit November 17, 2023
- Is WWIII Bullish For Bitcoin? October 16, 2023
- #30: Drivechain is a distraction September 16, 2023
- And Just Like That, Bitcoin is Respectable Now… July 15, 2023
- Are we into “Chokepoint 3.0” now? June 16, 2023
- The Battle Lines Over Regulation May 15, 2023
- That Awkward Pause before the End Game Kicks in For Reals April 16, 2023
- The Banking System Has Come Unglued March 17, 2023
- Is Bitcoin Headed For Another Fork? February 16, 2023
- Is The Worst Behind Us? January 16, 2023
- Put Extra Armour Where The Bullet Holes Aren’t December 16, 2022
- Everything is FTX-ed November 16, 2022
- Waiting For The Hammer To Fall October 17, 2022
- The End of Ethereum As We Know It September 18, 2022
- All Things Considered, I’d Rather Be in Port Carling August 19, 2022
- The End Game Approaches July 20, 2022
- Fortunately, The Central Bankers Have Things Under Control June 15, 2022
- Total Carnage May 15, 2022
- Greetings, psychco April 16, 2022
- We Have Crossed The Rubicon March 15, 2022
- February 2022 Honk Honk February 15, 2022
- January 2022 The Fed is talking tough, but can they back it up? January 17, 2022
- December 2021 Danger Doesn’t Actually Mean Opportunity December 16, 2021
- November 2021 Buckle In Buttercup November 16, 2021
- October 2021 Uptober is Here October 15, 2021
- September 2021 Coinbase vs The SEC
- August 2021 Happy Days Are Here Again
- July 2021 Summer Doldrums or Capitulation?
- Is the Crypto Mini-Winter Ending?
- The Coinbase Correction
- The Blueprint: Survive and Thrive in An Overclocked Timeline June 1, 2026 - v1 draft - members only please.
- CleanCore Solutions (ZONE) Research Report March 31, 2026 - Dave Sanderson / Red Jacket Capital
- Bitcoin Crashes to Pre-Halving Levels Feb 5, 2026
- MSTR mNAV Compression Jan 7, 2026
- Leverage Kills October 12, 2025
- The Summer 2025 Report Pack July 22, 2025
- The Bitcoin Treasuries Playbook June 19, 2025
- The MicroStrategy of Solana October 26, 2024
- Bittensor (TAO): Incentivizing Intelligence March 15, 2024
- Saylor To the Moon (Microstrategy report) August 14, 2023
- Crypto Banking Collapse Pt 1: Silvergate March 27, 2023
- Kane McGukin: Bitcoin's Current Market Structure Jan 27, 2023
- Podcast: Marc Faber of Gloom Boom Doom Sept 13, 2022
- Kane McGukin: Is There A Trophy For Calling The Turn? July 30, 2022
- The Crypto Capitalist Manifesto, One Year Later March 31, 2022
- Bitcoin 101: How to buy and take custody of your crypto Feb 24, 2022
- Bitcoin Futures ETFs are For Other People Oct 25, 2021
- The Tether Question July 22, 2021
- Will Ethereum Surpass Bitcoin? May 26, 2021
- When There's Blood In The Streets.... May 19: 2021
- On Blockchain Foundry, Syscoin and Pullbacks April 23, 2021
- The Special Situation Within Galaxy Digital April 15, 2021
- Coinbase Going Public April 9, 2021
- Mar 30, 2021: Grokking NFTs for Fun & Profit Mar 30, 2021
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- LQWD now trading ~ NAV Jun 13, 2026
- Navigating the SpaceX IPO Jun 13, 2026
- Buying LTRX, Exiting STEX May 20, 2026
- Taking Profits on HUT8, buying TSLA April 14, 2026
- Buying MU (Micron), ZONE & PYPL March 27, 2026
- Sell PYPL Buy HOOD February 4, 2026
- Taking *some* profits on Silver Stocks January, 27, 2026
- About Those "Strategy Is Selling" RumoursNovember 15, 2025
- Buying NAKA $1 Calls Exp Nov 21 - to open October 24, 2025
- Buy Circle (CRCL) here September 22, 2025
- Close HUT June '26 Calls, add more LQWD September 12, 2025
- Exiting CEP at Market August 13, 2025
- New Bitcoin ATH makes LQWD buyable here July 14, 2025
- Exiting TSLA and DOGE June 5, 2025
- CLOSE TSLA calls, Sell MSTX & buying MSTY June 3, 2025
- Buy MTPLF here May 23, 2025
- Buy CEP at market April 24, 2025
- Black Monday On Deck April 7, 2025
- F*** It. Going long TSLA March 24, 2025
- Long Overdue Pullback February 25, 2025
- $TRUMP memecoin launch Jan 18, 2025
- Entering Exodus (EXOD) here Jan 8, 2025
- Black Sunday for Cryptos, Black Monday for Everything Else Aug 5, 2024
- TRADE ALERT: Closing out WELX position Jun 24, 2024
- TRADE ALERT: Sell to CLOSE HUT Calls for 45% gain Jun 17, 2024
- TRADE ALERT: Putting on a leveraged long here because I'm crazy May 1, 2024
- TRADE ALERT: Buying HUT 2026-Jan-16 10 Calls Jan 22, 2024
- USDC De-pegging - Crisis or Opportunity? Mar 11, 2023
- SECURITY ALERT: Do Not Use Any DeFi dApps Today (details within) Dec 14, 2023
- Et Tu Binance? You Know The Drill Dec 12, 2022
- Three things you should do right away Nov 29, 2022
- Another Exchange going bust: Get your assets off the exchanges now Nov 13, 2022
- MARKET ALERT: Don’t try to time this downdraft May 8, 2022
- MARKET ALERT: market carnage providing some fat pitches Jan 21, 2022
- TRADE ALERT: No time to dither: Several new BUY positions within Jan 6, 2022
- FAQ US retail investing in TSX and TSXV stocks (How to) Nov 15, 2021
- TRADE ALERT Sell Link Global (CSE:LNK) Oct 15, 2021
- TRADE ALERT New position: WonderFi Technologies Sept 23, 2021
- Christmas in July for miners & a new crypto fund stock July 7, 2021
- Bitcoin and The China Syndrome June 22, 2021
- VIDEO: One of these two things shall pass June 8, 2021
- Buying Ethereum ETFs here May 13, 2021
- Ethereum Blasts Off May 3, 2021
- This is a Gift April 19, 2021
- A Special Situation within Galaxy Digital (and thoughts on COIN and NDA) April 16, 2021
- Coinbase prices at $250/share = $65B market cap April 13, 2021
- Adding more Bitfarms here (TSX-V: BITF OTC PINK: BFARF) April 12, 2021
- Added More Neptune Digital Assets (TSX-V: NDA OTC PINK: NPPTF) April 7, 2021
- New Position: Neptune Digital Assets (TSX-V: NDA OTC PINK: NPPTF) March 23, 2021
