Do you bullieve?

Featuring Dalton Kincaid, Derrick Henry, and more.

In partnership with

šŸˆ-Advertise-|-Website-šŸˆ 

Yooo!

Tonight, we’re covering 5 guys that have given us reasons to be bullish on them this upcoming season, but also have legitimate question marks.

In case you missed it, our brand-new website is live and 100% FREE for everyone!

  • 200+ fantasy football podcasts and websites tracked

  • Updated player pages with sentiment trends

  • Free league sync for a personalized feed

  • and much more to come!

As we continue to work on the new site, we have reduced the newsletter cadence to 1x per week for the early part of the offseason.

We’ll increase the newsletter cadence again later in the offseason.

In the meantime, check out our mobile app and subreddit for more daily insights:

Last week, I asked you all: ā€œWhat would be more helpful to you?ā€

69% of you said ā€œAnalysis of the top 1% of managersā€

Best subscriber comments (all people who voted for analyzing the top 1%):

  • ā€œConsensus rankings can be found easily. Analysis of consistent top performers - and who they’re targeting this year - gives a real edgeā€

  • ā€œThere are lots of rankings out there and anyone can pick from them, but I haven't seen an analysis like you're suggesting.....and it intrigues me! ā€

  • ā€œEasier to get consensus rankings. The analysis you highlight would give a much different perspective.ā€

  • ā€œRankings are lameā€

Our take: The people have spoken! More to come on this in the future.

Alright, now let’s get to some news you might’ve missed this week.

Giddy up.

Every World Cup match is a market.

48 games. 32 countries. One tournament. From the group stage through the final, every outcome is tradeable in real time on Kalshi, a federally regulated exchange and official regional partner of the Argentine National Team.

You're not picking a spread. You buy "Yes" or "No" shares on what you think happens: who wins, who advances, who scores first. Earn returns if you're right. Peer-to-peer. No house. Cash out before the final whistle.

Trade $10, get $10 free to start.

Trade responsibly.

  • Analysts project a significant leap in his third season, with some forecasting 4,000 to 4,500 passing yards despite conservative sportsbook lines that suggest a potential regression.

  • Bo Nix benefits from Sean Payton's offensive scheme, which emphasizes quick decision-making and a high completion rate on shorter-depth targets... a low sack rate, having taken only 22 sacks across 17 games last season.

  • Quote: "I do not expect Bo Nix to be back to 100% at all... he's had ankle issues on that same ankle in the past... he is 25 percent plus more likely to injure that ankle again this year, the first year back." (Source: Check the Mic with Steve Palazzolo & Sam Monson podcast)

  • Our take: I didn’t know about the previous ankle injuries referenced in that quote. That gives me a little pause. But I’m willing to look past that and buy in with the addition of Waddle boosting the entire passing attack.

  • Fantasy managers are divided on his outlook; while some view his age-33 status and reliance on touchdown efficiency as significant regression risks, others highlight his stable floor and connection with Matthew Stafford as a buying opportunity at his current fifth-round ADP.

  • His fantasy value faces downward pressure due to a declining target share relative to his career averages and the risk of yardage regression as he enters his mid-30s... if his yards per game drop toward the 48-52 range and his touchdown rate regresses from last year's outlier, his fantasy floor will significantly diminish.

  • Quote: ā€œā€¦they added nothing to that receiver room. They don't have a legit wide receiver three behind Davante and Puka... he was getting targeted at the seventh highest rate in the NFL last year." (Source: BDGE Fantasy Football podcast)

  • Our take: Davante seems like an outlier re: age curve. Even if he takes a step back this year, he’ll still be pretty damn good. It’s still just him and Puka, so the Rams don’t appear to be concerned either.

  • Analysts are divided on the impact of Blake Corum, with some projecting a 50-50 committee split that reduces Williams' touch volume, while others argue his role as the primary red-zone and third-down back remains secure.

  • His average touches per game dropped from 21.8 in previous years to 17.4 in 2025, making his current RB14 ADP potentially overvalued.

  • Quote: "Kyren Williams, who's been running back six, running back nine... he's under contract for like three more years now. What are we doing? Why is Kyren so disrespected?... I think Kyren Williams is undervalued." (Source: Fantasy Footballers Dynasty podcast)

  • Our take: Last week, we talked about Blake Corum, and I said ā€œAs a long-time Kyren owner, I consider Corum a must-have for insurance.ā€ I still expect Kyren to push for low-RB1 numbers this year as the 1A and want both backs everywhere. The top RB in this offense is just too valuable.

  • Despite entering his age-33 season, Henry continues to defy historical age-curve models, maintaining elite efficiency with a 5.2 yards-per-carry average and 16 touchdowns in 2025 while showing no significant physical regression.

  • Dynasty managers are advised to HOLD Henry as a premier win-now asset, as his immediate championship-winning potential outweighs the marginal value of mid-round rookie draft picks.

  • Quote: "Derrick Henry's is absolutely hollering 'bust' candidate. The Ravens' No. 1 RB is 32, doesn't catch passes and relies on outlier-level volume and efficiency to be a fantasy stud... even King Henry will hit the age cliff eventually, and it could be ugly when he does." (Source: FantasyPros article)

  • Our take: I see all the red flags, and I don’t care. Similar to Davante, I’m fine with riding these guys off into the sunset. If I’m wrong and Father Time finally catches up to them, I’m okay with that. I’d rather be all-in and wrong than be out on them and miss the boat.

  • Kincaid consistently ranks among the league's most efficient tight ends in advanced metrics, including yards per route run and EPA per target, though these figures are derived from a limited sample size due to recurring knee and ankle injuries.

  • Despite entering his age-27 season without a top-12 fantasy finish, he is widely viewed as a buy-low candidate in dynasty and best-ball formats due to his draft pedigree, elite efficiency, and potential for increased usage in a high-powered offense.

  • Quote: "Kincaid concluded as the TE19 in 2025... He also did not dominate high-value looks near the goal line. Kincaid saw just 11 red-zone targets last season, tied for 26th among qualifying tight ends. Meanwhile, teammate Dawson Knox led the Buffalo tight end room with 17... it is fair to question whether Kincaid will get enough big-time opportunities to make a major fantasy leap." (Source: Pro Football Focus article)

  • Our take: All I hear about Kincaid is ā€œIf only he had more snaps… If only he didn’t get hurtā€¦ā€ etc. I feel the opposite about him as I do Henry/Davante. I’m fading him and if I’m wrong, so be it. I’m tired of the ā€œif onlys.ā€

Who are you most bullish on from today's newsletter?

(Vote to see live results)

Login or Subscribe to participate in polls.

That’s all for tonight!

See ya pizza,

Joe

P.S. In case you missed it, catch up on our most recent newsletters below:

šŸˆ Advertise-|-Website-šŸˆ