He wrote about his writing process and he waits until the morning and its always a bit of a mad dash to get stuff out. Because if there is a story that's blowing up in the morning he'll want to comment on it
In his latest column he mentions the post and says "I'm trying my best".
It's pretty obvious he has it pretty cushy and just gets his papers out later.
In his latest column he links to this post about OP’s statistical analysis, but I thought you meant it linked to his writing method
There weren't a lot of sources back then that were informed enough, accessible enough, and took those announcements as seriously as they deserved but no more.
Anyway I was working in tech but nowhere near crypto at that time and started seeing his newsletter shared around a lot among coworkers and my peer groups around then. Not surprising if he picked up a lot of long term readers from it.
Subjectively the one that appeals most to me, is that the fund has an investment strategy built around their ability to identify and capture very specific types of opportunities - and that there are only so many of them globally in any given year. This puts an upper bound to how much the fund even can invest, because their strategy works for scenarios that are limited both in size and frequency.