Macro

Bitcoin is trading like a rates product now because real yields are the new “gravity” Earlier this month, we saw...

Bitcoin sometimes sells off hard on days with no crypto headlines. A recurring driver sits outside crypto: a yen-funded carry...

The Supreme Court's Feb. 20 decision striking down President Donald Trump's IEEPA-based tariff program as illegal creates a massive fiscal...

Bitcoin just got ~15% harder to mine as hashrate falls—pushing miner revenue back into the $30 stress zone Bitcoin’s mining...

Stablecoin supply is crypto’s deployable cash. With a total stablecoin market cap of around $307.92 billion and down -1.13% in...

Bitcoin, the largest cryptocurrency by market capitalization, continued its price struggles as traders weighed two stress-tinged signals from the US...

Oil isn't supposed to be the story in 2026. The macro narrative powering “cuts soon, liquidity soon” trades relies on...

Peter Thiel went to zero in ETHZilla, and the ETH treasury company trade just got a lot more real On...

The fiscal mathematics of the United States are drifting toward a threshold that markets can no longer afford to ignore,...

In 2025 and early 2026, Bitcoin's behavior has been less “digital gold” and more regime-dependent. Sometimes it trades like a...