Articles

Published guides. Each piece answers its question in the opening, then shows the working detail.

NewGold vs Bitcoin During Market Stress: What Each Asset Is Signaling
NewReal Yields Explained: Why They Matter for Gold, the Dollar and Risk Assets
PillarWhy Fed Cuts Do Not Automatically Mean Bitcoin Goes UpA cut can be bullish, neutral or bearish for Bitcoin. It depends on what was expected, and why the Fed is cutting.
ComparisonGold and Bitcoin in the Same Portfolio: What Problem Is Each Trying to Solve?Gold and Bitcoin are different tools. Neither is universally the better hedge, and this page will not assign you a mix.
SignalsETF Flows, Price and Narrative: Three Different SignalsNet flows, the spot price and the story people tell can diverge. Read them as three measurements with different clocks.