How To Recognize A Cycle Top (Signals I Watch)
After 10+ years trading through every cycle, Richard Knight shares the behavioral and on-chain signals he watches to identify euphoria peaks before they collapse.
Market Analysis
Trends & Analysis in the Crypto Market
Week in Crypto: DeFi Risk, Yield Mechanics, and Custody
The week brought $292M in exploit litigation, institutional DeFi custody infrastructure, and evidence that most yield positions break silently before you notice.
The Four-Year Bitcoin Halving Cycle: Still Relevant Or Broken?
After 10+ years trading through every halving, Richard Knight examines whether the four-year cycle is broken or just evolving with institutional adoption.
Week in Crypto: Education, Infrastructure, and Compliance
Coinbase and Moov connected stablecoins to 1,000 banks. Aave V4 crossed $900M despite slow migration. Tax software, mining economics, and yield frameworks dominated the week.
Week in Crypto: Staking, Stablecoins, and Structure
Lido consolidated validators while Harmony shut down after a $4B supply exploit. Visa opened settlement data to blockchain lenders. Structure mattered this week.
Reading Crypto Market Cycles: A Framework For Altcoin Timing
Learn how to read crypto market cycles for better altcoin allocation. Historical patterns, on-chain signals, and cycle-aware adjustments that outperform buy-and-hold.
Bitcoin Accumulation Zones: Historical Patterns For Long-Term Income Positions
Four cycles of Bitcoin accumulation data show when to build long-term positions. Pattern recognition for income investors who think in cycles, not quarters.
Position Sizing Across A Full Crypto Cycle
After 10+ years trading crypto cycles, Richard Knight explains the position sizing math that preserved capital in 2018 and captured gains in 2021.
Week in Crypto: Regulation, Exploits, and Yield
The SEC moved on tokenized securities infrastructure. DeFi lost $215 million in August. Stablecoin regulation converged globally. Here's what mattered.
PONS Up 30% on Token Buyback as Arbitrum OI Hits Record
PONS routed 80% of protocol revenue into buybacks, posting a 30.85% daily gain. Arbitrum's open interest reached 1.58 billion ARB, the highest on record.
$797M HYPE Unlock September 6: Why Claim Data Matters
Hyperliquid unlocks $797M in HYPE tokens September 6, but March data shows only 1.75% gets claimed. Here's why the gap between announced supply and actual dilution matters.
Strategy Resumes Bitcoin Buys After 10-Week Pause
Strategy purchased 4,603 BTC for $370 million after a 10-week pause. The timing signals institutional confidence as Bitcoin recovers from bear market lows.
Jackson Hole Signals Return to Monetary Restraint
Federal Reserve Chair Kevin Warsh's hawkish Jackson Hole remarks triggered Bitcoin's reversal from $81,455 to below $78,000, exposing crypto's persistent sensitivity to US monetary policy.
Altcoin Volume Hits 65% of Binance Trading Activity
Altcoins captured 65% of Binance trading volume on August 25, the highest share in two years. Bitcoin dominance still sits at 58-60%. That gap tells you everything.
What Builders Do In Bear Markets (And Why They Win The Next Bull)
Drawing on 10+ years of trading through multiple crypto cycles, Richard Knight explains why projects that ship during bear markets capture the value in the next bull run.
Week in Crypto: Regulation, Stablecoins, and Governance
The SEC published a full crypto rulebook while stablecoins went mainstream. Solana voted on supply mechanics. Hardware wallets failed. Here's everything.