Research · Macro & Positioning
AccumulateCurrent · Sep 2026
Sold Out: BTC Positioning & Cycle Structure
Update · recovery confirmed, Fed hike absorbed, MSCI forced seller scheduled · Hold + laddered
- Rating
- Accumulate
- Price at publication
- $86,000
- Published
- 22 Sep 2026
- Length
- 5 pp.
Author holds a position.
Read the report (PDF) →Versions
22 Sep 2026CurrentUpdate · recovery confirmed, Fed hike absorbed, MSCI forced seller scheduledAccumulate · at $86,000 · Accumulate, unchanged; positioning to Hold + laddered: Thesis unchanged; both confirmations printedPDF →Jul 2026SupersededOriginal · washed-out base, 7:1 R/RAccumulate · $126k · at $59,600PDF →