Bits + Bips mostly covers Bloomberg Intelligence, 10-year Yield and Short Sellers. Based on 3 issues we scanned in the last 6 months, these 12 newsletters cover the most similar ground. The closest match is CoinSnacks, which also writes about Galaxy and spot bitcoin ETFs.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
Views into BTC's underlying structure through the lens of investor flows. We identified the high risk top region. Next stop will be identifying the cycle bottom with our models. Delivered WEEKLY.
Hedge funds, macro and short selling.
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