It was a tale of two seasons for the Colts in 2025. This team was 7-1 at the halfway point of the season before losing eight of their final nine games, something that simultaneously paints a clear picture of the bull case and bear case. The Colts were at their best when playing with a lead a season ago, capable of then leaning on Jonathan Taylor down the stretch. The team should continue to boast a top-10 offensive line, even with the departure of Braden Smith via free agency. The name of the bull case game will be playing with a lead as much as possible, like how the first half of the 2025 season went. If they can manage that, it’ll open up deep passing to Alec Pierce, underneath, chain-moving stuff to Tyler Warren, and unlock true ceiling for Taylor.
Daniel Jones earned himself a lot of money for that first-half performance in 2025, inking a solid two-year, $88 million contract extension with the Colts. That deal also came with $60 million in injury guarantees and $50 million in fully guaranteed money. He now enters another “prove it” campaign, one that could have him stick with the franchise for numerous years. Recent reports are that the team are expecting Jones to be fully healthy in time for camp, which is about five months after his torn Achilles. I’m not so sure of the weight of the fluff in those reports, but it is encouraging to hear, nonetheless. Either way, Jones provided stability at quarterback for the Colts for the first time since Andrew Luck retired and should be nearing full strength by the time the regular season starts.
The public portion outlined the bull case, but the real value is in the detailed bear case, the target distribution analysis, and the specific draft strategy takeaways that identify which players in this offense are true values and which are traps. It’s all free — just create an account to keep reading.
