Featured Research
Bitcoin Back Testing Key Levels & Why Our View Remains Unchanged
Matt provides an update on Bitcoin (BTC) after a rough day in global markets, and why he and the team are unchanged in their view that crypto is in the early stages of a bull market.
November Market Update
Another month another time for a market update. Whats happened and whats installed going forward.
Collective Shift Portfolio Update: Buying The Dip (Oct. 21, 2026)
The team shares an update on why the portfolio added to three altcoin positions today amid this latest market-wide dip.
Ledger Tampering Incident: What Happened & Why It Almost Certainly Doesn’t Affect You
Matt covers the tampering incidents that recently saw a small number of Ledger users have their wallets drained, before explaining what it means for the average crypto investor.
Derive (DRV): Dominant Player In Small Yet Fast-Growing Sector
Derive (DRV) is a decentralised exchange on Ethereum that specialises in onchain options, a small but fast-growing corner of crypto. Originally founded in 2021 as Lyra Finance, it has recently captured the large majority of onchain options premium, with very little direct competition at present. Matt’s thesis rests on that dominant position in a niche…
October Market Update
Simon’s October Market Update looks at where Bitcoin and the broader crypto market sit now that the bull market appears to be back on. Bitcoin is holding above its 50-week moving average and altcoins are starting to move, even though macro conditions remain negative. The core view is that a period of consolidation or a…
Collective Shift Portfolio Update: Altcoin In, Altcoin Out (Oct. 5, 2026)
In this Collective Shift Portfolio Update, the team explains two changes: adding an altcoin we have spent time building conviction in, and exiting another that was always planned as a relatively short-term holding. The exit was made in line with the original plan and locked in a solid gain. The new position is Derive (DRV),…
Welcome To The Bull Market (Officially): Now What?
Bitcoin is now officially in a bull market after closing the week above a key level, which we expect to act as support going forward. In this update, Matt explains what that confirmation means and how to think about the next phase. Early in a bull market, we believe a buy-the-dip approach makes sense, and…
How High Can Bitcoin’s Price Go?
Matt shares his thoughts on how high the price of the largest cryptocurrency can get to in the coming bull market.