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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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2026-03-30 · bitcoin — Bitcoin entered 2026 at $94K and exits Q1 at $69K. A 27% drawdown that reshuffled holders, stress-tested miners, and revealed institutional conviction vs retail retreat.