Articles
- 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?
- 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.
- Oil Down, Risk On? A WTI geopolitical-premium compression thesis and the case for remaining long Bitcoin into the week ahead.