OBSERVE
Read the room.
A price move needs context. We look at what changed and how it fits the wider market.
CACTUSWIM / HOW WE THINK
Swim
Logic.
How our research takes shape.
Observe. Question. Look again. A little distance between a market move and a conclusion.
Follow the thinkingThe film could not load. The research approach is described below.
01 / THE THINKING
Curiosity.
With a second look.
Five habits behind our research notes.
CONSIDER
A move is not the whole story.
A possible trade still has costs and uncertainty. An interesting chart is a starting point, not a promise.
CHALLENGE
Give the other side a seat.
AI helps organise the evidence and examine alternative readings. A confident answer still needs a reason.
REVISIT
Leave room for a no.
When the evidence no longer supports an idea, we set it aside. Waiting is a valid conclusion.
PUBLISH
Put a date on it.
Each report keeps the date of its market observation. Later commentary has its own date, so the two are easy to tell apart.
02 / AN INVENTED EXAMPLE
A bounce.
Not a conclusion.
Imagine a market that has just bounced. That is one observation. The wider picture might still ask us to wait.
EXAMPLE AFICTIONAL
- Observation
- The price has bounced.
- Another view
- The wider picture is still unclear.
- Conclusion
- Wait for more evidence.
Invented for explanation.
No real coin, price or trading result.
Reports describe a view at a particular time. They do not place orders or establish future performance.
03 / KEEP READING
Something to
look into.
Pick a coin, or start with the reading guide.
Stay curious.
Take a closer look.