“The secret to surviving is knowing what to throw away and knowing what to keep".

Kenny Rogers - The Gambler
Welcome

Thank you for Subscribing.

We’re James, Jonty, and Samuel.

We all graduated from Cambridge, studying Applied Mathematics, Mathematics, and Computer Science. After spending time in the crypto industry, we returned to Cambridge to pursue PhDs – with a simple aim: to bring more legitimate information flow to people navigating crypto markets.

James (L), Jonty (C), Samuel (R)

Crypto is overwhelmed by hype, influencer culture, and short-term noise. We think that’s actively harmful. We spend all day identifing the themes that we think matter – combining judgement, first-principles thinking, and quantitative analysis.

We also run advanced modelling on price behaviour, which has shown encouraging results over time.

The models ingest both macro and micro signals: daily geopolitical developments, rate movements, and on-chain behavioural patterns from large holders, alongside granular tracking across more than 250 tokens, refreshed thousands of times a day. The output isn’t predictions for their own sake, but a structured way of identifying pressure points, epoch shifts, and mispriced narratives.

We have no sponsors and no affiliations with any projects. This will always be free, and you can unsubscribe at any time. Our incentives are simple and aligned: we want our readers to succeed.

Whether you’re new to crypto or an experienced trader, this is written for you. We don’t assume expertise, but we don’t dumb things down either.

Our process is straightforward: we spend the day figuring out what matters, then send you the distilled version. What to keep. What to ignore. What to watch.

This is simply how we see the world from our study – the basement.

That’s The Basement View.

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