Moonkelp analyzes crypto media

The daily crypto brief. Filtered by what you believe. Quality by Choice. Simplicity by Design.

Moonkelp is your daily one-minute crypto briefing for long-term investors: the reports that matter in crypto and macro, with the strongest bull and bear case for each, filtered by the theses you hold — threats first.

MacroCPI Hot, BTC DownStore of valuecontestedBears lead/Fear & Greed6282.35294117647058 · 12m/CryptoLedger Drain ScareBears lead/Mayer multiple1.158.9718447220999 · 12m/CryptoBofA $1.2B FineSplit/BTC MVRV1.5424.94219182240346 · 12m/CryptoHeart DetainedBears lead/CLARITY Act 20264.90%92.46153846153847 · 12m/MacroNeocloud RoutBears lead/BTC ETF flows−$487M248.08115914500002 · 12m/CryptoUK BTC RulingInstitutional adoptioncontestedSplit/Stablecoin supply$308B1.0396472376204715 · 12m/CryptoSkyAI SOL RevoltBears lead/US M2$23.3T5.261069349434756 · 12m/CryptoKalshi DefendsPrediction marketscontestedSplit/US 10Y yield5.21%25.845410628019334 · 12m/CryptoMetaplanet BondsStore of valuecontestedSplit/US 10Y real yield2.88%59.999999999999986 · 12m/CryptoBlackRock ETF UpInstitutional adoptionsupportsBulls lead/US dollar (DXY)102.63.5648643323467373 · 12m/
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Today

CPI Hot, BTC Down

Store of value · contested

Ledger Drain Scare

no thesis link

BofA $1.2B Fine

no thesis link

One briefing a day

We read everything. You read what matters.

Sources, not echo. Crypto and macro in one ranking, because the market doesn’t keep to sections. Ranked by how many independent desks carry a story — never by what earns clicks.

See today’s briefing
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Your theses
Store of value▲ 2 supports · 30d
On-chain finance▲ 5 supports · 30d
Stablecoins▼ 2 threatens · 30d
RWA tokenization▲ 3 supports · 30d

Your theses first

Sorted by the theses you hold.

You pick the theses you hold, from stablecoins to on-chain finance. Every report is measured against your selection, and the briefing leads with what touches it — threats to a thesis before confirmations of it. Two readers get the same morning in a different order.

See the thesis map

Two models, one human

Written by one model, checked by another, released by a human.

Claude, from Anthropic, drafts the reports. A deterministic gate checks the numbers, the sources and every link. Then a model from a different provider — Google’s Gemini — reads every report again, independently, and flags what might be missing. Anything either check flags goes back to the writer for repair. And then a human reads the finished briefing and releases it. No briefing appears without that release.

One briefing · every morning

  1. Sources

    About fifteen feeds · primary releases · on-chain data

  2. Claude

    Anthropic · writes the reports

  3. Gate 1

    Deterministic · numbers, sources, links

  4. Gemini

    Google · checks every report

  5. A human

    Reads it and releases it

  6. Publish

    Only what was released

RepairBack to the writer

The last check isn’t a model.

Read the method

Anthropic, Claude, Google and Gemini are trademarks of their respective owners. Moonkelp is neither affiliated with nor endorsed by them.

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#1 · 10 sources

CPI Hot, BTC Down

Store of value · contested
What Bulls say

Bulls argue this is a short-term, energy-driven shock tied to the US-Iran conflict rather than a structural inflation problem, and that Bitcoin's drop was orderly, holding key technical support zones rather than breaking down. They note core strength partly reflects supply-side distortions like tariffs and AI-driven demand, not runaway monetary conditions. Crucially, bitcoin still posted its best quarter in years into this report, suggesting underlying demand remains intact. If energy prices normalize, inflation could cool quickly, removing the hawkish pressure and letting risk assets, including crypto, resume their uptrend once rate-hike fears fade.

Steelman, always

The strongest bull case. The strongest bear case.

Every report carries both readings, argued at their best and linked to the sources. Perspectives you can weigh — never a call to buy or sell.

How we write them

Zero seconds

You see the market before you read a word.

The scene behind the app follows your own 30-day thesis sentiment — from a green valley to a wine-red city, the colour carries the message. Check the market like you check the weather.

  1. Mood stage: strongly bullishstrongly bullish
  2. Mood stage: leaning bullishleaning bullish
  3. Mood stage: contestedcontested
  4. Mood stage: leaning bearishleaning bearish
  5. Mood stage: strongly bearishstrongly bearish

The surface is the indicator.

Today’s briefing

Bears lead
01macro

CPI Hot, BTC Down

Store of value · contested
Bears lead
02crypto

Ledger Drain Scare

Bears lead
03crypto

BofA $1.2B Fine

Contested

Statistics

It shipped this morning, as it does every morning.

Output1,127
reports published since the first briefing — both sides of every one.
Runs121
runs published — each one gated twice and read by a human.
Read16,272
items from the crypto and macro press read to get there.
Indicators39
market indicators run alongside the reports, in the same briefing.
Read today’s briefing

Live demo

Play with the real thing.

The actual app, running on today’s live data — not a mockup, and not a video.

    Click a step to jump straight there — nothing can break, it’s a read-only view of the live app.

    9:41
    Start the demoLoads the real app · today’s live data
    • 01 · Your briefing

      Today

      CPI Hot, BTC Down

      Store of value · contested

      Ledger Drain Scare

      no thesis link

      BofA $1.2B Fine

      no thesis link

      The reports, ranked by what you believe — threats first.

    • 02 · Your theses

      Your theses
      Store of value▲ 2 supports · 30d
      On-chain finance▲ 5 supports · 30d
      Stablecoins▼ 2 threatens · 30d
      RWA tokenization▲ 3 supports · 30d

      Pick yours. Everything narrows to what touches them.

    • 03 · Read both sides

      #1 · 10 sources

      CPI Hot, BTC Down

      Store of value · contested
      What Bulls say

      Bulls argue this is a short-term, energy-driven shock tied to the US-Iran conflict rather than a structural inflation problem, and that Bitcoin's drop was orderly, holding key technical support zones rather than breaking down. They note core strength partly reflects supply-side distortions like tariffs and AI-driven demand, not runaway monetary conditions. Crucially, bitcoin still posted its best quarter in years into this report, suggesting underlying demand remains intact. If energy prices normalize, inflation could cool quickly, removing the hawkish pressure and letting risk assets, including crypto, resume their uptrend once rate-hike fears fade.

      Every report argued from both sides, with its sources named.

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    The problem

    Crypto news is built to
    sell you something.

    Most of it is echo. The loudest voices earn on hype, not on being right — your attention is the raw material they mine. Which leaves you either overinformed or disconnected, with nothing in between. We measured the crypto media first. Now we analyze them every day.

    Read the study
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    623 sources
    Value ↑Reach →

    214 core sources409 more measured

    Moonkelp mood scene: a person lying alone in a forest clearing by a river
    Behind this briefing · #123
    items scanned across the crypto and macro press197
    sources answered · 1 did not18
    reports published10

    Generated and cross-checked by two independent AI models. Released by a human.

    The business model

    Their KPI is the minute spent. Ours is the minute saved.

    Funded by readers, not by your attention. No ads, no feed, no engagement loop — the one notification there is arrives once a day, only if you switch it on, and it brings the briefing instead of chasing you back.

    Behind a briefing

    Built to be closed.

    Open it, read for a minute, close it. That’s the whole promise.

    The whole market. 60 seconds. Both sides.

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