HeyJaredMladen Talks Crypto
Crypto regime analysis for retail investors. I use macro indicators and liquidity data to determine when the market favors Bitcoin and when altcoins have the edge.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 26, 2026
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- Jul 11, 2026
Latest issues
Why I Cut My Bitcoin Allocation Just as Everyone Turned Bullish (opens the original)
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Hi everyone, and welcome to my new portfolio allocation update for September. Although I’ve been a little less active over the past few days because I’m on vacation with my family, enough important things have happened since my last update in August that I simply can’t skip this post. 🏖️The first important development is that the Fed raised interest rates by 25 basis points, giving us the first concrete step toward tighter financial conditions. At almost the same time, Bitcoin moved above its 50
Rate Hike Is Around the Corner: What That Means for the Crypto Market (opens the original)
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Welcome to my monthly macro update, where I focus on the current macroeconomic picture, the most important catalysts that could change that picture, and my view on how those developments could affect my crypto portfolio. We have several new updates across the macro indicators I follow in the last couple of weeks, while a few major ones are coming in the next few days, including the FOMC meeting tomorrow. That gives us a good starting point for today’s post.My focus is almost entirely on the US e
The Real Reason Institutional Capital Is Coming On-Chain (opens the original)
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After listening to Isabel Schnabel’s speech at Jackson Hole this August, I can only conclude that the ECB (European Central Bank) no longer has much doubt that financial markets will eventually become tokenized. They are already dealing with the question of what that infrastructure should actually look like. Through projects Pontes and Appia, the ECB is already moving beyond the experimentation phase and toward building what could become the European financial system of the future. Pontes is sup
Portfolio Update August 2026: Better Performance, Difficult Conditions (opens the original)
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When I published my first Substack post at the end of December 2025, the idea was simple: instead of explaining an investment strategy only in theory, I wanted to show how it behaves over time. Eight months later, that also means showing the periods when it is underwater.These monthly updates are my way of documenting that process: how the portfolio performed and where it currently stands. My long-term goal is to build a simple portfolio with only a few assets and a few rebalances per year that
Why My Current Crypto Portfolio Is Just Bitcoin and Gold (opens the original)
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Welcome to another monthly post in which I’ll go through what my current crypto portfolio allocation looks like.In one of my recent posts, I covered my macro analysis for this month and how I think it affects the crypto market. You can find the full post here:📊 My latest monthly macro analysisFor those who don’t have time to read the full 10-minute article, here’s the short version:We currently live in very interesting times, shaped by several contradictory forces. That is also true in financial
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