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Weekly reports

Analysis, portfolio strategies and the psychology of money, in plain language.

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Crypto on Mondays · Stocks on Thursdays · Macro & metals every 2 weeks
Weekly reports
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The Channel for the Next Wave of Money Is Being Built
Crypto

The Channel for the Next Wave of Money Is Being Built

How the gateways for institutional capital to enter crypto are being built even before that money shows up in …

Cristian ChifoiJuly 20, 2026
High Interest Rates Don’t Kill the Stock Market. Rate Cuts Do
Stocks

High Interest Rates Don’t Kill the Stock Market. Rate Cuts Do

Why the real risk for stocks emerges when the Fed cuts aggressively not when rates stay high.

Cristian ChifoiJuly 16, 2026
Crypto, the Most Undervalued Asset of the Last Decade
Crypto

Crypto, the Most Undervalued Asset of the Last Decade

Why crypto looks cheap, but a broken cycle calls for accumulating at key levels not making blind bets.

Cristian ChifoiJuly 13, 2026
You do not need a prediction. You need a plan
Crypto

You do not need a prediction. You need a plan

Why the perfect prediction doesn’t win in markets - a plan with clear invalidation and action does

Cristian ChifoiJuly 6, 2026
The week everything led to one question: where the cycle bottom is
Crypto

The week everything led to one question: where the cycle bottom is

How to identify the Bitcoin cycle bottom through market structure, not daily panic

Cristian ChifoiJune 29, 2026
Inflation is leaving the range it held for two years. And the Fed changes hands
Crypto

Inflation is leaving the range it held for two years. And the Fed changes hands

Why is inflation moving outside the target range, and how is the Fed changing the game for Bitcoin?

Cristian ChifoiJune 24, 2026
The Shmita year: why I watch a 7-year cycle, not just a 4-year one
Crypto

The Shmita year: why I watch a 7-year cycle, not just a 4-year one

How does the 7-year Shmita cycle influence Bitcoin’s price, and why could the market peak come earlier?

Cristian ChifoiJune 22, 2026
You can be right about a company and still lose money on it
Crypto

You can be right about a company and still lose money on it

A good company isn’t automatically a good buy. Price and timing change everything

Cristian ChifoiJune 19, 2026
The week the market did nothing. And why it mattered anyway
Crypto

The week the market did nothing. And why it mattered anyway

Bitcoin seemed stuck, but liquidity and macro signals were shifting beneath the surface

Cristian ChifoiJune 5, 2026
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