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Connecting the dots

Connecting the dots

Seeing the Future Isn’t Enough

Jan 5, 2026

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13 min read

Seeing the Future Isn’t Enough

You were right to believe that the internet would change everything. But you could still be wrong to believe that investors would necessarily make money from it.

We The Ivy
We The Ivy

Connecting the dots

Hyperliquid drama and the Perp DEX landscape

Jan 4, 2026

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11 min read

Hyperliquid drama and the Perp DEX landscape

Another week has passed. Another year is coming to a close. And once again, there are a few things worth paying attention to.

We The Ivy
We The Ivy

Connecting the dots

What Does a Token Mean When It “Means Nothing”?

Jan 4, 2026

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11 min read

What Does a Token Mean When It “Means Nothing”?

The market has slowed down, but that doesn’t mean it’s boring. There are still plenty of things worth paying attention to and plenty of opportunities to find.

We The Ivy
We The Ivy

Connecting the dots

What Would It Take for Crypto to Truly Come Back?

Jan 4, 2026

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13 min read

What Would It Take for Crypto to Truly Come Back?

The crypto market looks stuck in a deadlock. If it fails to meet this deadline, the outcome is something neither you nor I would want.

We The Ivy
We The Ivy

Connecting the dots

Monad Sparks an Interesting Controversy

Jan 4, 2026

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13 min read

Monad Sparks an Interesting Controversy

It’s been a long time since I last read such a thought-provoking piece on investment thesis. Many of the ideas overlap with things I’ve mentioned before, and they may genuinely influence how you invest.

We The Ivy
We The Ivy

Connecting the dots

Yes, We Are in a Bubble. BUT!

Jan 4, 2026

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12 min read

Yes, We Are in a Bubble. BUT!

I’m not afraid of a market correction. What I’m afraid of is other people being afraid of the bubble bursting.

We The Ivy
We The Ivy

Connecting the dots

Good News or Bad News. Which One You Want to Hear?

Jan 4, 2026

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14 min read

Good News or Bad News. Which One You Want to Hear?

Okay. You're going to hear both.

We The Ivy
We The Ivy

Connecting the dots

There's something wrong even everything happened

Jan 4, 2026

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12 min read

There's something wrong even everything happened

Rates have been cut. A crypto-friendly president. A friendlier SEC. All the things the market was waiting for have happened. So why does the market still feel... bored?

We The Ivy
We The Ivy

Connecting the dots

Base Is Showing the Market Who They Are

Jan 4, 2026

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14 min read

Base Is Showing the Market Who They Are

Macro and political conditions were relatively manageable this week. While most things cooled down, Base captured the spotlight entirely.

We The Ivy
We The Ivy

Connecting the dots

Is It Time for You to Be Afraid Yet?

Jan 4, 2026

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11 min read

Is It Time for You to Be Afraid Yet?

This Was a Record-Breaking Liquidation - and It Tells a Very Different Story

We The Ivy
We The Ivy

Connecting the dots

Things Are Not What You Think

Jan 4, 2026

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10 min read

Things Are Not What You Think

This Was a Record-Breaking Liquidation — and It Tells a Very Different Story

We The Ivy
We The Ivy

Connecting the dots

Bitcoin Going Up or the USD Losing Value?

Jan 4, 2026

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14 min read

Bitcoin Going Up or the USD Losing Value?

At its core, the economy remains healthy even with interest rates staying elevated. So what happens when rates continue to fall? The answer is straightforward: Lower costs → Higher profit margins → Stronger businesses. Those who hold assets are currently holding the advantage.

We The Ivy
We The Ivy

Connecting the dots

I Once Tried to Big Short $LUNA

Jan 4, 2026

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11 min read

I Once Tried to Big Short $LUNA

I once attempted a Big Short on LUNA, and that story has since reminded me of an important lesson you’ll need, especially in the current phase of the market.

We The Ivy
We The Ivy

Connecting the dots

There Are Still a Few Things “Holding the Market Back”

Jan 4, 2026

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12 min read

There Are Still a Few Things “Holding the Market Back”

There are still a few factors constraining the market. However, I actually think this is a good thing. It serves as a way for the market to “cleanse itself,” as some participants have already de-risked and trimmed positions. This, in turn, helps limit large drawdowns if a cold shower were to hit, especially with several important narratives set to unfold next week.

We The Ivy
We The Ivy

Connecting the dots

The Question Is No Longer When Rates Will Be Cut

Jan 4, 2026

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8 min read

The Question Is No Longer When Rates Will Be Cut

With increasingly positive macro indicators pointing toward a Fed rate cut, risk markets have grown confident enough to keep pushing prices higher. That said, the rally still carries a degree of caution, even as equities continue to print new all-time highs. So what is it that you should still be worried about?

We The Ivy
We The Ivy

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