Hi all,
Some personal news.
I’ve accepted an offer at a long-biased Bitcoin fund (I begin next week), the reason for a lack of blog posts in recent months. While Signal vs. Noise will be put on pause for the foreseeable future, I will keep my research up for those to look back on.
I thank all my subscribers and hope many have learned from my macro research process.
I use this opportunity to remind everyone of my disclosures: all prior blog posts were for educational use only and were not to be construed as financial advice. This blog served solely as a diary of my personal macro and digital asset viewpoints and strategies, which may (and could already have) changed without notice. As always, please do your own research (DYOR) and consult a financial advisor.
I remain very positive about the long-term prospects of Bitcoin and the digital asset ecosystem and wish everyone the best of luck in navigating the volatile waters of this market!
Best,
Joe Orsini, CFA, CMT