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BitcoinStrategy

Bitcoin on-chain & cycle analysis.

bitcoinstrategy.substack.comRSS feed ↗20 episodes

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Latest episodes

Institutional Adoption Report: Q2 2026

Bullish Divergence: Institutions Accumulate During the Bottom Formation

PODCAST: Bitcoin’s Next Bull Market Is Closer Than You Think

Coldcard, BIP-110 & Bitcoin’s Bottom Formation

A Dark Day for Self-Custody

The Coldcard Failure and How to Protect Against It

Will AI Make Money Obsolete?

Elon Musk, AI Abundance and Bitcoin

Analyzing STH & LTH Behavior

Bear Market Bottom: Momentum and Capitulation

BIP-110

Chain Split Coming? Spam on Bitcoin.

STH Bands: The Bottom Formation

Time to DCA? Phase 2 of the Bottom Formation

PODCAST: The Bitcoin Historian

4-Year Cycle, Bottom Formation & Treasury Companies

Deep Undervaluation: Comparing On-Chain Cycle Bottoms

Hodlers' Cheat Sheet

The Path Toward a Bitcoin Standard

Digital Credit’s First Real Stress Test

Bottom Prediction & Low Consolidation Phase

Treasury Companies Dampening the Bottom?

The Bottom Was Not In!

Treasury Companies Get the Blame

The 4-Year Cycle Is Dead, Long Live the 4-Year Cycle

Time Capitulation: Rejecting Off Key Levels

Digital Credit

Market Analysis: Between Key Levels

Institutional Adoption Report Q1 2026

Institutional ETF Holdings from 13F Filings

Market Update & New Roxom Sponsorship

Bitcoin at Key Resistance: Above STH Cost Basis, Below the 200-Day MA

The Adoption Curve of Bitcoin

Bitcoin 2026: Las Vegas

STH Cost Basis: Make or Break

ETF Tracker Update: Morgan Stanley

Make or Break: Retest of Key Resistance Levels

NEW CHART: On-Chain STH & LTH Ratio

Bitcoin Multiplier: Timing the Bottom

Cycle Analysis: Is This Time Different?