Jamie Coutts Real Vision Reports
RV 64Inflection: Part II — portfolio construction after the major crypto inflection
I make portfolio decisions on probabilities, and the balance of evidence has continued to move in favor of the major-low…
RV 63Inflection — why the major low is now my base case
Since the February 6 capitulation low, I've been arguing that Bitcoin was in the accumulation or value zone, with the…
RV 62Bitcoin at the Break — volatility compression, liquidity and the next regime
I have not materially added to Bitcoin since buying near the bottom in 2022 & Q1 23, even though a…
RV 61Not Out of the Woods
Bitcoin may have broken first, but it has not yet given the all-clear. The Helios Global Liquidity Index reached a…
RV 48Crypto Crash: Downside Exhaustion Meets Long-Term Opportunity. Selectivity and Patience Required.
Bitcoin is known for its fat tails — nerd-speak for vicious moves to the downside and explosive moves to the…