Archive - Bitcoin Vector Lite

#BVL010: The long and grindy road

In our last letter on August 20, we highlighted a cautiously bullish structure was forming with buy-the-dip opportunities. Initially there were signs of…

Aug 27

Global Macro & Bitcoin Market Briefing: Next Phase of the Liquidity Cycle

Liquidity’s Final Dance: ETH Takes the Lead, BTC Faces Volatility

Aug 26

#BVL009: The liquidator comes calling

In our last letter in Aug 13, we highlighted that BTC’s move to $125K was driven by short liquidations, not new capital, therefore we expected a…

Aug 20

#BVL008: The speculative rally

In our last letter on August 6, we pointed out that the market still had buy-the-dip opportunities left in this consolidation range with price…

Aug 13

#BVL007: Downside touchdown

In our last letter on July 30, we highlighted that consolidation was likely to resolve through short-term dips — liquidation of bullish speculators…

Aug 6

July 2025

#BVL006: The giddy cool down

In our last letter we covered how Bitcoin was facing short timeframe headwinds as its consolidation pattern continues. Our data pointed pointed to…

Jul 30

#BVL005: The danger games

We outlined that Bitcoin was in a position to consolidate. This has been playing out with price consolidating between 116.1k-120.8k. Our “buy the dip…

Jul 24

#BVL004: Successful MECO, please standby

Welcome to The Bitcoin Vector Lite 004!

Jul 16

#BVL003: Sir, it's about time

Bitcoin broke through to new highs by taking out a chunk of short sellers through liquidations. Investment flows were still relatively neutral but the…

Jul 13

#BVL002: BTC is getting high, now what?

The latest move to new highs was a tactical liquidation of shorts, but there was an uptick in liquidity days before the event which bodes well for...

Jul 10

The Bitcoin Vector Lite is coming

Over 3 years ago I closed The Bitcoin Forecast, an on-chain analytics letter that became the #1 paid letter in our industry. If you’re curious on that…

Jul 5

June 2025

#BVL001 : I'm a fragile bull, be nice to me

Tactical regimes even under strong price recovery can be fragile unless the tailwinds of capital flows come in.

Jun 25

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts