Daily Note · 4 Aug: Calm Absorbing Bad News
Bitcoin pushed back toward $64,000 despite an unresolved wallet exploit and a rare US-Japan currency intervention, even as sentiment stayed pinned in extreme fear.
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Daily Note · 3 Aug: Selling Under the Surface
A Coldcard exploit entering its fifth day and Strategy's quiet bitcoin trim both point to the same thing: selling that isn't panic, just steady pressure.
Daily Note · 2 Aug: Small Wallets Ran To Exchanges
A wallet-level exploit and a steady corporate sell-down both pointed the same direction: smaller holders and disciplined sellers are both routing supply toward exchanges while price barely moves.
Daily Note · 30 Jul: ETF Trickle, Perp Whipsaw
Bitcoin held near $64,000 through a Fed-driven whipsaw that cleared $280M in leveraged positions while ETF flows stayed near the smallest monthly pace on record.
Daily Note · 29 Jul: Fear Persists as Price Recovers
BTC reclaimed $64,000 ahead of Wednesday's Fed decision, but ETF outflows extended to a fourth session and sentiment stayed in Fear - a split between price and positioning that the market hasn't resolved.
Daily Note · 28 Jul: Fear Rising While Positioning Unwinds
The last 24 hours showed price and positioning moving together for once - both down, both quiet, both waiting on Wednesday's Fed decision.
Daily Note · 27 Jul: Debt Fears Meet Balance-Sheet Cracks
Bitcoin steadied near $65,000 as macro debt concerns pushed capital toward hard assets, even as a separate wave of platform failures exposed where crypto's plumbing is still fragile.
Daily Note · 26 Jul: Exchanges Exit, Banks Enter
A mid-tier exchange wound down while a major bank confirmed a crypto trading buildout - two ends of the same consolidation trend surfacing on the same day.
Daily Note · 23 Jul: A Rangebound Bid With No Follow-Through
Bitcoin is consolidating a 13% recovery inside a narrow band while sentiment stays stuck in Fear, and the derivatives market lost one of its founding venues.
Daily Note · 22 Jul: Fear Rose While ETFs Kept Buying
Bitcoin pulled back from a one-month high as inflation concerns resurfaced, but spot ETF flows kept extending their inflow streak - a split between short-term sentiment and structural demand.