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2026-10-26 · macro — On Monday, October 26, 2026, the dollar climbed and gold went with it. The ICE Dollar Index (DXY) rose 0.245 points, or 0.24%, against a basket of six major currencies, according to TradingView data cited by BlockMedia.
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2026-10-17 · macro — Christine Lagarde wants Europeans to hear two things at once. In remarks reported by Cointelegraph this week, the European Central Bank president said the euro-area economy is resilient and that a digital euro is close.
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2026-10-09 · macro — On Friday, October 9, 2026, Treasury Secretary Scott Bessent named Judy Shelton as a counselor to the secretary, according to CNBC. Six years ago, the U.S. Senate refused to seat Shelton on the Federal Reserve Board. Her
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2026-10-01 · macro — Neel Kashkari, president of the Federal Reserve Bank of Minneapolis, said on October 1 that he does not know how much further interest rates have to rise to pull inflation down to the Fed's 2 percent target. Bloomberg an
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2026-09-22 · macro — On September 22, 2026, CoinDesk reported that a group of European central banks is lobbying to widen the existing stablecoin interest ban into something far larger: a prohibition on yield arising from crypto lending, sta
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2026-09-14 · macro — On Monday, September 15, 2026, the US 10-year Treasury yield traded above 5% intraday, the Nasdaq fell as much as 1.3%, and crude oil printed above $100 a barrel. Three separate stories, one shared cause: the market is r
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2026-09-06 · macro — On September 5, 2026, CNBC published a dispatch on a market that most travel executives have stopped selling to: people who cannot afford the trip. The piece describes vacationers booking "mystery vacations" where the de
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2026-08-29 · macro — American employers likely added 55,000 jobs in August, according to a Bloomberg survey of economists published August 29, with the unemployment rate holding at 4.1 percent. The Bureau of Labor Statistics releases the fig
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2026-08-21 · macro — The Mises Institute published a Mises Wire essay this month arguing that the most dangerous asset bubbles in history share a specific signature: cheap money arriving at the same moment as a genuine technological breakthr
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2026-08-13 · macro — Stocks closed higher across the board on Thursday, August 13, 2026, after the July producer price index came in softer than economists expected and crude oil slid. The S&P 500 crossed 7,800 during the session, a record,
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2026-05-07 · opinion — DHS is reportedly weighing whether to shut down the Florida Everglades immigration detention facility known informally as Alligator Alcatraz because it costs more than $1 million a day to run. The story will be filed as a fiscal squabble between agencies. The deeper story is what happens when a government can spend without natural constraint, and how a hard money standard would have killed the project before the first contract was signed. Fiat is not the neutral medium people imagine. It is the silent subsidy that funds the indefensible.
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2026-04-29 · macro — Strategy stopped behaving like a corporate treasury years ago. In 2026 it has stopped pretending. The financing pattern, the holding policy, the public messaging, and the way credit markets price the paper now match a sovereign wealth fund more closely than they match a company. The implications run further than most institutional investors are willing to say out loud.
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2026-04-14 · macro — The August 2024 yen carry trade unwind was not a one-off event. It was the first tremor. The Bank of Japan is still the largest buyer of Japanese government bonds and the second-largest foreign holder of US Treasuries. Every time the yen rallies, that position becomes a source of forced selling. The next tremor is closer than the market is positioned for.
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2026-04-14 · macro — The Fed has been signaling rate cuts for six months. The long end of the curve will not cooperate. When short rates fall and long rates rise, the bond market is telling you the central bank has lost control of the part that actually matters. That is happening now, and it is bullish for exactly one asset.
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2026-04-04 · macro — The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets - and Bitcoin is now on that list.
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2026-04-03 · macro — Bitcoin has lost 45% since its October high, with the Iran war accelerating the selloff. But every major armed conflict since Bitcoin's inception has produced a generational buying window - usually within 60 days of the first shots.
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2026-04-01 · macro — Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is - and isn't - in a crisis.
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2026-04-01 · opinion — Bitcoin's four-year halving cycle has been the most reliable pattern in crypto. But the 2024 halving produced no parabolic blow-off top, no 80% crash, and no altseason. The cycle didn't repeat - and the reasons why suggest it never will again.
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2026-03-31 · macro — Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.
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2026-03-29 · macro — Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory - and it's running again.
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2026-03-24 · macro — The Fed held at 3.50-3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% - the liquidity catalyst bulls counted on has been delayed.
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2026-03-19 · macro — DXY climbed to 108 as global capital flows toward US assets. The milkshake theory predicted this - but its implications for Bitcoin are more nuanced than either side admits.