Redeye Macro Note: Pushing Upwards on Mania Mountain, YTD in Review, Institutional Research 11 Days Away, Crypto Data Exploration

In this Redeye Macro Note, we explore where we're at on Mania Mountain, pave the way for Institutional Research on 10/1, recap some of our best YTD performance, explore new crypto data, & more,

Good Saturday evening MacroEdge Readers & Community,

This Saturday we’ll have a brief note discussing Institutional Research - launching on 10/1 - Mania Mountain, YTD in review, and explore some new crypto data that we are bringing to the table.

Last July we did a similar special on market sentiment when things started to get really crazy (and then again in January). We’re going to do similar tonight.

We’ve had a fantastic year on the investment research side of things through MacroEdge Vision, which is now shifting into MacroEdge Institutional Research, and will come equipped with all of the things below. Putting all of this infrastructure under our roof with the best data, technology, analysis, and team is going to drive us into leadership status in our industry. We’re not just in the business of discussing opportunity, we’re in the business of presenting the why, and that’s what Institutional Research accomplishes.

MacroEdge Institutional Research is not a newsletter and it is not casual commentary. Those are the tools of people sitting on the sidelines. This is built for decision makers. It is a system designed to drive billion-dollar bets, boardroom strategy, and sovereign fund positioning. On October 1 we plant the flag. We are creating a full-scale research engine with proprietary data, quantitative models, and thematic analysis that can stand up against the largest platforms in the world. When people talk about who sets the tone in macro research, they are going to talk about us.

We are building more than access, we are building leverage. With Institutional Research you will not only see where the markets are moving, you will understand why they are moving, and how to turn that insight into action. That is what separates us. That is what transforms research into a competitive weapon.

Here’s what you will get on day one:

• Your Private Macro Desk
  Institutional Research delivers monthly, cutting-edge macro research for fund managers, CIOs, and wealth managers, spotlighting energy, volatility, deep asymmetric opportunities, and emerging trends globally.

• The Delivery
  Secure client portal, live dashboard, custom welcome kit, monthly thematic investor notes, intra-month alerts, and a 30-minute quarterly strategy call. Expert analysts drive proactive scenario models, deliver forward risk assessments, and uncover deep asymmetric opportunities.

• Portfolio Strategy
  We don’t just provide research, we give clients an unfair advantage. At MacroEdge, we have the best minds in macroeconomics, relentlessly focused on delivering the intelligence and portfolio strategy you need to outperform. Our independent analysis provides a clear view of economic trends and geopolitical actions so you can construct a fortress portfolio and stay ahead of the competition. While others are guessing, we are building strategy that lasts.

• Institutional Solutions
  Institutional Solutions expand our core briefings into a decision-support platform.

We’re applying Oracle-level infrastructure and thinking to our new financial research and data offering. Institutional Research is global and unapologetically dominant. Learn more below:

Not a MacroEdge Ozone member? Get one week access below:

Mania Mountain

We’re on the Mania Mountain, yet again, with sentiment surging to levels not seen since late 2021, though large institutions and retail traders alike have continued to pound the tape and push us higher. Economist ‘AI’ articles, hell - even your grandmother or hair stylist are talking about dropping what they’re doing and trading full time - it’s just that easy! CAPE is at August 2000 levels, and if we detether from that scenario - we’ll only have our late 80s Japan scenario to give us any idea of what to expect (does history matter anymore…?). My critics frequently claim not.

I was astounded by the ‘For You’ feed on the MacroEdge page, this was just scrolling down over a 10-minute period:

& another - option leaps are just that easy

It’s easy for Jake, too:

& this guy:

You can find another 30 or so examples in my thread, on X:

Including from users posting their examples… welcome to Mania Mountain.

Some Notable MacroEdge Honorable Mentions from the Team in 2025 - Full Review Soon

One of the things I am most excited about for Institutional Research is the new performance tracking coming with every ticker discussed in research pieces. From there, we’re able to start benchmarking how transformative our ideas our, in the context of the non-benchmarked performance world. The team has so many more notable callouts from 2025, but some of these were ones I was able to easily catch reading through previous reports.

MESA Airlines - Don

MESA Performance Since April 24:

Oracle and ERP-SaaS - Don (July 20, 2025)

Oracle performance since callout:

Paramount Sky - Six - since Institutional Research Report #002

Gold and Silver - John

Gold and Silver performance since January 1

Silver

Warning Signals from Crypto

Entities transferring Bitcoin Spiked, Which has Been a Previous Warning Sign

XRP: New Addresses vs Price (since 2018):

DOGE: New Addresses vs Price (since 2018):

Bitcoin: Unrealized Net / Profit Loss Zones

Crypto might not be our best view at where things are going to trend, but the incorporation of new crypto data into our arsenal is going to be useful for making the right decisions, before the crowd, and thus drive more profitable decisionmaking as a result.

Talk tomorrow in the Weekly Macro Note.

Ready to take the leap and enhance your financial research, data, and decision-making ecosystem? Get on the list for Institutional Research access below:

For more details, please refer to our Terms and Conditions.