Research in Action

We publish the thinking before the move happens. Then we show what happened next.

These are real examples of analysis published to Club members, with documented outcomes. Not cherry-picked highlights. The full record, including losses, is available in our Public Performance Report.

January 2025
Bitcoin to $65,000

We published that Bitcoin was heading to $65,000 while most of the market was still buying above $90,000. After BTC broke below $91,700, we mapped three key support levels and shared the full thesis with Club members before any of them were reached.

Bitcoin reached $65,000. Three price levels mapped in advance, all three hit.
Ongoing
AI Agents Infrastructure Thesis

We published our conviction thesis on AI agents needing permissionless financial rails when the idea was deeply unpopular. The research identified specific infrastructure protocols positioned to benefit from the convergence of AI and crypto before the market recognised the narrative.

Published early. The thesis gained mainstream traction months later.
Ongoing
Tokenisation Megatrend

Our core thesis: tokenisation is to finance what email was to the postal system. We identified category-defining protocols at distressed valuations while institutions like BlackRock and Citadel were quietly building on the same infrastructure. Members received detailed fundamental analysis on specific tokens positioned for this multi-year shift.

Core portfolio thesis. Positions built at distressed valuations with a 2–3 year horizon.
Published Record
Full Track Record

Every thesis since October 2024 is documented publicly. Wins, losses, exits, and the reasoning behind each one. We believe this is the only honest way to run a research service.

Our complete performance data is available at notion.0x100x.com

The next thesis is already in progress.

These examples are a fraction of what Club members receive. The question is whether you'll have the analysis when it matters.

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