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Bull or Bear?
Is Bitcoin beginning an independent, institutionally and policy-driven expansion—or is it merely front-running temporary relief in long-end yields that the underlying fiscal and inflation regime cannot sustain, just as it runs into major higher-timeframe trend resistance?
bitcoin macro
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Oil Calms as Bitcoin Braces for a Large Move
Oil’s geopolitical premium continues to compress while historically low Bitcoin volatility leaves the market poised for a large directional move.
bitcoin oil macro
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Oil Down, Risk On?
A WTI geopolitical-premium compression thesis and the case for remaining long Bitcoin into the week ahead.
bitcoin oil macro
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Beginning
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