Blog
The ten thousand things rise together; I watch for their return. — Tao Te Ching, ch. 16
Bitcoin Held Up After a Hawkish FOMC. That Is Not Decoupling Yet
Bitcoin held a key long-term support while U.S. equities sold off after a hawkish FOMC decision. The relative strength is real, but ETF demand remains narrow and regulatory progress has not yet translated into sustained buying. Here are three tests that would make the decoupling case stronger.
Bitcoin Has Been Below Its Power-Law Floor for 56 Days — Is That Normal?
Price broke below the power-law model's floor price and has stayed there for 56 days. Across three comparable historical cycles, only one — 2022 — ever actually broke it.
Where Bitcoin's On-Chain Cost Basis Lines Say the Next Bottom Could Sit
Three on-chain cost-basis lines sit 15-23% below current price. Every one of the last three full cycles broke below all three at the bottom — will this one go as deep?
Two Independent Bitcoin Cycle Models Land Within 40 Days of Each Other
One model tracks days from bear bottom to halving. Another tracks the fixed duration of bull and bear phases themselves. Neither knows the other exists — yet they converge on the same quarter.
The 500/500 Rule: Reading the Next Cycle Bottom Off the Halving Calendar
Across three cycles, Bitcoin's bear-market low has landed 504-511 days before the next halving, almost every time. Run that forward and the next accumulation window falls on November 9-16, 2026.
Design Files That Actually Live in Your Code Repo
Pencil's .pen files are plain JSON, readable and writable by Claude Code over MCP. Here's a five-stage workflow for taking a design system from zero to shipped components.
"Multi-Agent Parallel Development" Is Just Terminal Windows Times Git Worktrees
There's no scheduler coordinating multiple AI instances. Parallel development with Claude Code means multiple terminal windows, each cd'd into a different git worktree, with zero direct communication between them.