Most market commentary is unfalsifiable. Predictions get made loudly and the bad ones quietly disappear. This page is the opposite: every position, the entry, the exit, and what we misjudged.
Why show the losses? Because a record without them is marketing, not a record. Everyone else's track record is bullsh*t for exactly that reason. Three of our exits were losses taken on rules we had published in advance — including covering a short that then moved our way after we left.
We would rather be checkable than impressive. If you can't verify someone's track record, you're not reading analysis. You're reading advertising.
Bitcoin and macro analysis every Monday and Wednesday, with every call graded in the next issue. Free.
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