Going to see a movie in an actual movie theater today like it’s 1992.
#Odyssey 🍿
Dr. Jeff
DrJeff@primal.net
npub1k7vk...c04l
Random pleb.
Fund manager.
Former physician.
I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there!
https://substack.com/@drjeffross
- Macro
- Charts
- Bitcoin
- Geopolitics
- Often wrong
- Random musings
- Sometimes funny
- Fund management insights
- Never individual investment advice
** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund **
Q: What do you have if you own STRC and MSTR?
A: You have less bitcoin.
- Opportunity costs are real. You will do well to consider them.
When AI hardware falls 6% and bitcoin falls less than 1% on the same day... is that noise?
Or is that a rotation?
Seven charts say it's a rotation.
Issue #11 of Dr. Jeff's Macro Chartbook is live.
#Bitcoin #Macro #Investing


A Major Market Rotation is Underway
Issue #11 | Dr. Jeff's Macro Chartbook | July 16, 2026
My stance on so-called Bitcoin Treasury Companies...


Status update:
🐂🐂 ✅
🐂
🚫
🐻
Forget dirty government cuck bucks.
Bitcoin is the blue collar dollar.
🐂
57,000 jobs.
Half of what the market expected.
The bond market noticed. Gold noticed. Bitcoin noticed.
Issue #10 of Dr. Jeff's Macro Chartbook is live. Free and paid content inside.
Enjoy!
#Bitcoin #Macro #Gold


57,000 Jobs and What It Means for Your Portfolio
Issue #10 | Dr. Jeff's Macro Chartbook | July 2, 2026
“The reward of achievement is martyrdom.”
- Ayn Rand
Bitcoin just touched its 200-week SMA for the fifth time in history.
The worst 1-year return following the prior four touches: +121%.
Every single cycle ended with a new all-time high.
Issue #9 is live. Free and paid content inside.
Enjoy! 🍿
#Bitcoin #Macro #Chartbook


Where Are You on the Bitcoin Spectrum?
Issue #9 | Dr. Jeff’s Macro Chartbook | June 18, 2026
*ramps up the DCA like an anti-normie
Bitcoin is Dead. Long Live Bitcoin.
RSI: 18. Fear & Greed: 20. Down 26% from the May high. The obituary writers are out in force.
But zoom out. 61.4% below Power Law fair value. 8% above a support floor that has never once been breached in 15 years. BES mean-reverting after historic panic selling.
Issue #8 of Dr. Jeff's Macro Chartbook is live — every other Thursday, after the close.
Here's a link to Issue #8:

Jeff Ross | Substack
MD, MBA. Managing Director of a multi-strategy, macro-oriented, Bitcoin-friendly hedge fund. Former Diagnostic and Interventional Radiologist.
The fear is palpable among the many who still price their lives in dollars or other fiat currencies.
Few understand that Bitcoin is the only Denominator that matters.
“If you use their money you will be their slave.”
- Porter Stansberry
My latest macro interview with @Rizzo via Substack. 🍿


Substack
Jeff Ross (@drjeffross)
ICYMI
A solid interview with my friend and former colleague, Pete Rizzo.
Originally recorded on May 11, 2026, but still timely.
Enjoy!
https:/...
Issue #7 of Dr. Jeff's Macro Chartbook is live! 👀
But Seriously... What Is Your Home Actually Worth?
Your home is up 68.7% in dollar terms over the past decade. Congratulations!
But what if you measured it in something that cannot be printed?
Down -51.7% in gold terms.
Down -98.5% in Bitcoin terms.
Same asset. Three measuring sticks. Three completely different realities.
Also in this issue:
→ The 2-year Treasury yield is rising again... is "higher for longer" a constraint, not a choice?
→ Bitcoin update: what started as a bear flag has morphed into a bullish ascending channel. But the 200-day SMA remains undefeated.
→ SPX/Gold updated: a bounce reminiscent of Q4 1972. Time will tell.
→ Your friendly neighborhood physician on resistance training and why the scale is lying to you
"Great nations are built on proof of work. And they die on proof of stake."
Read it here:
Not investment advice. Not medical advice. Just a curious observer sharing what is on his charts.

But Seriously... What is Your Home Actually Worth?
Issue #7 -- Dr. Jeff's Macro Chartbook
Shout out to the “Engineered Crisis”…
…and to the governments who both create and take advantage of them.
Forced commodity supply shock ➡️ Rising inflation ➡️ Rising government bond yields to intolerable levels ➡️ “Forced” yield curve control to “save” the bond market ➡️ Acceleration of currency debasement ➡️ etc., etc.