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Market Pulse: Robinhood, Rotation, and the Reset Trade
Why the next leg may belong to fresh rails, patient positioning, and assets the market still misprices.
Jul 9
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Degen Sensei
2
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July Trade Setups: Fortune Favors the Bold
Improved fundamentals with delayed positioning.
Jul 5
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Degen Sensei
1
Market Pulse: Was June the Washout?
After record ETF outflows and weeks of chop, sentiment looks washed out while spot positioning starts to favor the bulls.
Jul 1
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Degen Sensei
1
Survival of the Fittest L1's
Can Solana outgrow the casino?
Jun 28
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Degen Sensei
Market Pulse: Waiting for the Final Dip
Anger-stage sentiment, ETF outflows, and forced rotations keep the market stuck in summer chop.
Jun 25
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Degen Sensei
2
The Distribution Layer Trade
The cleanest way to own the next wave of speculative financial demand.
Jun 21
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Degen Sensei
1
Market Pulse: Summer Chop, Softer ETF Outflows, and the Next Catalyst Trades
Seasonality beckons.
Jun 18
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Degen Sensei
1
Akash - One of Crypto’s Few Defensible AI Bets
Akash is emerging as a credible play on managed decentralized AI compute, real usage growth, and improving product-market fit.
Jun 14
•
Degen Sensei
2
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The Aspiring Degen
A crypto-native research desk for finding pre-consensus opportunities before fundamentals, price, and attention fully converge.
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