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Macro
Bitcoin just dumped 7% after Trump hit Iran, and the real reason has nothing to do with crypto
President Donald Trump has pulled the United States into military action against Iran, and the first consequence for crypto markets...
Read moreDetailsWhy Bitcoin traders have to price tariffs like surprise rate hikes while waiting on social media posts for the next $175B trigger
The US Supreme Court struck down President Donald Trump’s emergency tariffs under IEEPA on Feb. 20, and markets immediately inherited...
Read moreDetailsBitcoin sees $1B ETF inflows after brutal outflow streak, setting up the clearest path to $90,000
Bitcoin has rebounded from an early-February slide that briefly pushed it to $60,000 and produced its most oversold signal on...
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Bitcoin price rally is riding record $1.2 trillion margin debt, and the unwind could be here already
Bitcoin’s rally is riding record $1.279 trillion margin debt, and the unwind could arrive without warning Bitcoin’s next phase is...
Read moreDetailsBitcoin rallies on Nvidia’s monster quarter but its tech beta means the next AI scare hits harder
Nvidia printed a monster quarter, with $68.1 billion in revenue and its Data Center business alone delivering $62.3 billion. The...
Read moreDetailsUS Strategic Bitcoin Reserve could lose 30% in one ruling as Bitfinex battle intensifies
The US Strategic Bitcoin Reserve could lose nearly 30% of its holdings in a single legal move, even if the...
Read moreDetailsIf Bitcoin bulls can hold $65,000 it could be the market bottom, yet hedgers are panic buying protection
Bitcoin spent the last two days sliding down familiar shelves, and the order book kept printing lower bids as liquidity...
Read moreDetailsBitcoin enters a high-risk window as credit stress builds beneath a record 206% stock bubble
Bitcoin is entering a period where macro sequencing matters more than narrative. Equity markets are trading near record valuations, real...
Read moreDetailsXRP ETF inflows collapse 93% as price capitulates, will this cause a reset or repair phase?
XRP is entering a stretch where on-chain cost basis, leverage, and flow data may matter more than broad market narratives....
Read moreDetailsBitcoin can rebound fast and hard as $7.7T in “sidelined funds” enter new opportunity window
A $7.8 trillion cash pile sits in US money market funds, earning, rolling, waiting. The Federal Reserve began this easing...
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