Tag: macro

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
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