The Bullish Case For Boredom
Speculative attention is leaving Bitcoin... and that’s exactly why I’m so bullish.
Bitcoin Sentiment Weekly
Tracking Bitcoin market mood, narrative shifts, and cohort sentiment through language data.
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Latest posts
MSTR's Hidden Momentum
Analyzing the widening sentiment gap between MSTR investors and Bitcoiners.
Coldcard Carnage
How the Coldcard fallout reshaped Bitcoin’s narratives and revealed its real leaders.
Tracking Traders
What the language data reveals about Bitcoin’s most price-sensitive cohort.
Fading the Four-Year Cycle
Let’s imagine what it looks like if Bitcoin’s most durable narrative finally breaks to the upside.
Breaking Down (BIP-110)
What the language data tells us about Bitcoin’s most divisive debate.
Three Surprising Sentiment Signals
Bitcoin’s emotional signals are stranger, messier, and more useful than they first appear.
The Conversation Is Over
Bitcoin’s biggest debates are still raging, but the emotional lines have already been drawn.
Talking Sentiment on The Bitcoin Layer
I had the chance to join The Bitcoin Layer for a conversation on Bitcoin sentiment, market mood, and what language data can reveal about where we are in the cycle.
The Opposite of Euphoria
The emotions that usually define blow-off tops are collapsing instead of rising.