Cryptocurrencies have a native version of M2 money supply, which is decreasing and destroying Bitcoin’s liquidity
Stablecoin supply is a deployable cash form of cryptocurrency. The stablecoin market…
13 Min Read
Bitcoin faces another drop unless Fed shows patience as oil holds $70 after rally
Oil cannot be the story of 2026. The macro narrative driving the…
10 Min Read
Fed’s $18.5 billion repo surge reignites talk of money printers, Bitcoin eyes new liquidity
Bitcoin, the largest cryptocurrency by market capitalization, continued to struggle in price…
12 Min Read
Peter Thiel sells all ETH shares after ‘Ethereum’s MicroStrategy’ has fallen 95% since August
Peter Thiel zeroes out ETHZilla, trading ETH treasury companies has become even…
9 Min Read
US debt reaches World War II-era peak with $64 trillion in debt, but one market price will determine whether Bitcoin benefits
US fiscal mathematics is drifting toward a threshold where markets can no…
12 Min Read
Bitcoin is not acting like “digital gold” as the correlation between physical gold and the US dollar has collapsed towards zero
From 2025 to early 2026, Bitcoin’s behavior became less “digital gold” and…
11 Min Read
Bitcoin refuses to lose $70,000 this weekend. Was my $49,000 bottom call wrong?
Bitcoin remains strong this weekend. After Friday's soft rise in CPI, prices…
15 Min Read
Bitcoin soars 6% as US inflation slows, but CPI records still have holes after government shutdown
At 8:30 a.m. in New York, the world paused to hear the…
13 Min Read
