The best opportunitiessit on the bench.
Macro cycle analysis applied to the Pokémon TCG collectibles market. We deploy when others panic. We document every position before we take it.
Deep Market Expertise
We see what conventional capital misses.
Retail absence confirmed: Target, Walmart
Speculator leverage: historically elevated
New print facility: reprint risk rising
Cycle position: late bull, asymmetric downside
Cycle-Based Timing
The same four year pattern. A different asset class.
Asymmetric Entry
We wait for the cycle to confirm before a single dollar moves.
Phase 1 of 5: OBSERVE
Mostcapitalchasesestablishedassetclasses,institutionalconsensus,andcrowdedtrades.
Themispriced.Thepatienttrade.
Every Four Years, The Market Resets
Bitcoin. The S&P 500. The Pokémon TCG. The same macro liquidity cycle drives all three. We know exactly where we are.
We Deploy When Others Panic
Overleveraged speculators. Forced liquidations. Distressed sellers pricing genuine scarcity assets at commodity prices. That is our entry window.
The Floor Is Real
In 2022, the worst modern TCG correction on record, the most overprinted Charizard product held above retail. Genuine collector demand is structural, not speculative.
We publish our thesis. Before the trade.
Every thesis is published before capital is deployed. When we are right, the record speaks for itself.
The Four Year Cycle That Will Wipe Out an Entire Generation of Pokémon Investors
The pattern that played out in Bitcoin 2017, 2021 and 2025 is playing out in the TCG market right now.
Read →Print Runs in the Billions: The Scarcity Illusion Behind Modern Pokémon
Print runs in the billions. Reprint risk with no ceiling. The scarcity premium is built on sentiment, not fundamentals.
Coming SoonWhat a $2 Booster Box Tells You About Your $300 One
The Chinese Pokemon market stripped away nostalgia, speculation, and artificial scarcity. What's left tells you exactly which assets have real value.
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