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 chapter. Here’s a tweet thread on X describing the TBF journey.
This Substack channel is being brought back to life for a new market intelligence publication.
You can scoll down for the details, but first let’s go behind the scenes…
From behind the scenes
Recently a long time friend called me up for a well overdue catch up. We talked about all the things that are a changing in our industry and all the things we have learned along the way.
That friend is Yann Alleman, co-founder of a very secretive firm called Swissblock who have quietly been trading crypto markets since 2015 with systematic data. And their success has been exceptional. You may know a product they created called Glassnode, an on-chain analytics powerhouse, which was low hanging fruit they spun out for all analysts to access in 2018.
Last cycle, circa 2020, we saw major global macro firms come to Swissblock to get a data driven download of how BTC behaves relative to traditional markets, and we knew this was just a sign of things to come. Bitcoin is the newest macro asset to appear in 150 years that’s traded at scale.
TradFi is now colliding with Bitcoin. Crazy stuff happens when a frontier asset like BTC with a 30% CAGR touches TradFi offering only 4-11%.
Strategy (MSTR) came out of nowhere to rank in the top 100 companies.
Blackrock launched an ETF due to overwhelming demand for the asset.
The US Government wants to add Bitcoin to its Strategic Reserves.
Fanny and Freddie responsible for 50% of US home mortgages now acknowledges BTC as a real asset when assessing borrower risk.
The list keeps growing…
It’s not a stretch to see TradFi analytics firms such and Bloomberg, Thomson and Reuters, and many more arriving to present BTC data analytics.
This is something close to our hearts. We’ve been at this for a decade with lots of lessons learned, we know what works and what doesn’t, with our own money on the line.
So we decided it was time to release a battle tested market intelligence product for TradFi institutions representing Bitcoin from it’s core ethos. And so, we launched The Bitcoin Vector 2 months ago.
THIS WEEK we’re extending our initiative to serve retail investors to help you navigate the market cycles on your goal to optimally stack sats.
The Bitcoin Vector Lite is coming
The Bitcoin Vector Lite for retail investors will be launching right here on Substack. Our first letter was published on 25th June as a free sample.
What is the Bitcoin Vector Vector Lite?
It’s a weekly publication specifically for retail investors. It’ll help you navigate through market cycles and to stack sats in an optimal way.
What will it cost?
It’s priced at an affordable $29 per month, and YES there will be a launch discount to for early subscribers.
When will it launch?
THIS WEEK! The first letters will be FREE so you can get a taste of the product. During this time we’ll continue to adapt the signals to optimally serve retail. We’ll open paid subscriptions thereafter.
For subscribers wanting a deeper structural look at the market The Bitcoin Vector is available right now from the Swissblock website.
I’m an institution, is this for me?
Our standard Bitcoin Vector publication has been custom built for institutions. In particular family offices, investment funds and even global macro firms. We have products of increasing sophistication all the way up to Hawkeye, a real time framework which sees liquidity flows through the entire crypto ecosystem, it’s limited to 10 seats and suited for Global Macro trading firms.
I’m a pro trader, is this for me?
Professional traders need more responsive real-time signals providing market structure in order to make risk/return assessments, this is covered by our Bitcoin Vector Advanced Plan.