Selling the Top of the Crypto Bull Run📈

How a Bullish Regime Still Produces Brutal Drawdowns

What this sell-off exposed - and how I patched it

Feb 4 • Filip Brnadic

Crypto Is Bearish. TradFi Is at ATHs. Now What?

What past disconnects between crypto and equities tell us

Jan 27 • Filip Brnadic

Start From the Assumption It’s All Noise

A framework for surviving Trump, tariffs, and Twitter

Jan 20 • Filip Brnadic

The Crypto Folks Haven’t Caught On.... Yet

and the next play is so obvious..

Jan 12 • Filip Brnadic

2026 - Liquidity Sets the Direction

Why I’m positioned for 2026 and why this is not a bear market setup

Dec 23, 2025 • Filip Brnadic

RORO Backtest Results

20 trades, 7 years, and a framework built to survive full cycles

Dec 16, 2025 • Filip Brnadic

The Framework That Gets You In Near the Bottom

How I’m using RORO and the Capital Deployment Framework (CDF) to size up when it actually matters.

Dec 9, 2025 • Filip Brnadic

When You’ve Done the Work, Walk Away.

The psychology behind putting on size and getting out of your own way.

Dec 2, 2025 • Filip Brnadic

Macro Says Up, Sentiment Says Down

Why the macro is bullish, sentiment is broken, and why I’m still allocating

Nov 24, 2025 • Filip Brnadic

Closer to the Bottom (than the Top)

But it comes with a cost - volatility.

Nov 17, 2025 • Filip Brnadic

Dead Cat or Trend Reversal?

The Moment the Market Decides Between Pain or Progress

Nov 11, 2025 • Filip Brnadic

Hanging by a Thread

What happens if conviction meets reality?

Nov 3, 2025 • Filip Brnadic

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