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All issues: Crossover Pro

Browse previous editions of The Crossover Pro and go deeper into the stories, ideas and opportunities we're watching across crypto. Explore the reasoning and numbers behind our views, what we think could happen next and how those views develop over time.

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Sep 8, 2026

How we read an ETF flow number

You have already had last week's ETF number. Nobody printed the two things that decide what it is worth: how many separate counts it actually represents, and what bitcoin did over the window it covers.

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Sep 4, 2026

Waller named the data he is waiting for

You have already had the half of Waller's speech that moved the price. The half that names the release he is waiting for sits further down, and it points somewhere else.

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Sep 1, 2026

Nobody hedges the Super Bowl

You already know a federal appeals court called Kalshi's sports contracts gambling. The sentence that matters is the test the judges used to get there.

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Aug 28, 2026

Nobody bought a coin this week

You already have this week's adoption headlines. We went and counted what a year of them has actually done to the price.

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Aug 25, 2026

Somebody has to buy the bills

The Treasury doubles its buybacks on September 9, and by law the stablecoin business is on the other side.

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Aug 21, 2026

The rally nobody had the cash for

Fourteen billion dollars of buying power left the exchanges since May, and bitcoin rose anyway.

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Aug 18, 2026

Crypto's best macro news went to AI

American factories have expanded for seven straight months, and none of that money reached crypto.

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Aug 14, 2026

Washington borrowed at the worst rates since 2001

Gold is up a third in a year. Bitcoin is down by half. Same argument, different destination.

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Aug 11, 2026

Bitcoin's biggest sellers just published their numbers

A $1.63 billion miner sale, a second below-cost week, and a recovery that is one buyer wide.

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Aug 7, 2026

Ethereum is debating turning off staking rewards

A third of all ether is locked and earning. A live proposal would burn that reward toward zero.

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Aug 4, 2026

Bitcoin's biggest holder sold to pay dividends

The company that said it would keep buying now has a cash bill its bitcoin cannot cover.

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Jul 31, 2026

Crypto traders swapped memecoins for stablecoin yield

It stayed in crypto and moved into a corner far narrower than the one it left.

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Jul 28, 2026

Bitcoin's treasury buyers are becoming AI companies

A dozen treasury firms are pivoting to AI while one just bought a twentieth of all the Ether there is.

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Jul 24, 2026

Two majors, two sets of buyers

Ethereum's ETF money crossed the line Bitcoin's already had, and the crowd started pricing the two apart.

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Jul 21, 2026

Bitcoin's next move has five dates on it

What moved under a flat price, the fight over what Bitcoin is for, and where our range does the deciding.

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Jul 17, 2026

The recovery case just lost both legs

Chip stocks cracked and a Fed voter wants hikes. We count the Bitcoin buyers that are left.

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Jul 14, 2026

Oil spiked. Bitcoin held. Today is the test.

An oil shock only reaches your holdings one way, and today's inflation number is the test.

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Jul 10, 2026

The two majors run on different engines

For two years, holding Ethereum was really a bet on Bitcoin. The ETFs just split them.

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Jul 7, 2026

The biggest buyer paused. Price rose anyway.

The most reliable bid in the market paused this fortnight, and Bitcoin still climbed higher.

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Jul 3, 2026

The money left the fund, not crypto.

Crypto ETFs just booked their first-ever half-year of outflows. The same institutions spent the half building the rails underneath.

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Jun 30, 2026

How we tell a bottom from a breakdown.

A bottom and a breakdown look identical from the outside. Three things tell them apart, and two of the three point one way.

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Jun 26, 2026

Bitcoin just hit the price we wanted

Bitcoin fell to a nine-month low straight into the zone we mapped in June. Where we'd buy, where we're wrong, and the line that changes it.

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Jun 20, 2026

Has Bitcoin Bottomed?

Viv explores recent news and shares his view.

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Jun 16, 2026

The buyers everyone's counting on are underwater.

Everyone's watching the fund outflows. The number that actually decides this is the one nobody tracks.