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Preview

Subscriber Q&A - July 2025

Your top questions answered: from current market cycle outlook, identifying tops/bottoms and MSTR to James' onchain analysis routine and top chess openings.
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Note: We’ve added a Free 15 Minute Preview to the Q&A video (at the top of this post), so all subscribers can get a taste of what the session is like. Paid subscribers can watch the full version here on Substack, or on YouTube (link below in this post).

G’day Folks,

Thanks to everyone who sent through questions for the July Q&A. We had over 100 questions come through, and we did our best to cover as many as possible in just over an hour. We hope you enjoy it!

Topics Covered in The Q&A:

  • Market cycle outlook and where we are today

  • Timing tops and bottoms using onchain

  • Thoughts on MSTR & TCos

  • Key risks and threats to Bitcoin in this market

  • Onchain transaction trends and mining dynamics

  • How we use onchain analysis in our own decision making

  • Best onchain charts to check if you’re short on time

  • Re-evaluating topping cloud models

  • Are blow-off tops done for good?

  • How James structures his daily analysis workflow

  • Go-to chess openings (yes, really)

  • Can paid subscribers chat with each other?

Watch on YouTube:

This post is for paid subscribers