#macro

On a quiet Tuesday afternoon, the French National Gambling Authority (ANJ)...

The chart is a lie. Bitcoin sits at $72,000, euphoric on ETF inflows and...

While the market sleeps, the ledger does not lie. On June 12, the U.S. Bureau...

Consumer sentiment jumped to 54.4 in July, well above the 51 consensus....

Consensus is broken. The Bitwise CEO steps to the mic, defends Ethereum and...

The data arrived in a whisper, not a roar. On May 21, 2024, a report from a...

The National Bureau of Statistics reported Q1 GDP growth at 4.5%, the lowest...

Markets lie, but liquidity tells the truth. Over the past seven days, Bitcoin...

Fund managers are piling into US equities at a rate not seen since December...

The code does not lie; only the auditors do. But the macro doesn't even prete...

Last Sunday evening, I was sitting in my apartment in Amsterdam, watching the...

Over the past 30 days, on-chain data from derivatives exchanges reveals a 15%...

SpaceX stock dropped 5.1% to $137.890, according to a Xinhua report dated July 1

The market is not pricing in a war. It's pricing in the absence of liquidity....

Over the past 72 hours, the on-chain volume for Oil-Backed Stablecoin OILUSDT...

Within five hours of the third US airstrike on Iranian soil, Bitcoin shed 8.3...

Over the past 72 hours, the volume of oil-backed stablecoins on Ethereum spik...

The morning of May 15th, I opened the WSJ survey and felt the ghost of the...

Iran released an AI-generated video this week depicting the death of US Senat...

The explosion in Isfahan didn't just shake oil markets—it exposed a structura...

Hook April 11, 2025. The United Arab Emirates activates its integrated...

Brent crude dipped below $70 per barrel on May 21. That same day, the Strait ...

1.9 trillion. That's not a number. It's a signal. A signal that the dollar's...

Last Tuesday, Statistics Canada dropped a number that sent ripples through...

Trader bullishness on the US dollar just hit a 10-year high, according to a...

Here is the error: the market priced a 'cancel inflation' function that never...

We assume the global energy grid is a stable backdrop for digital assets. The...

Gold sat at $4,140 this morning. Again. For the 12th consecutive session, the...

Russia just cut off diesel exports. The market is staring at fuel prices,...

Over the past seven days, trader bullishness on the US dollar hit a level not...

Tracing the invisible ink of protocol logic, the market's reaction to...

Hook Over the past fiscal year, the U.S. Department of Defense burned through...

The Redemption Gambit: Circle’s BIS Declaration and the Fragile Architecture ...

The most important crypto signal this week didn't come from a blockchain — it...

Brent crude spiked 13% in 24 hours on January 6. Bitcoin dropped 3%. The mark...

We didn’t. Not a single analyst predicted this. While the market obsessed ove...

I don't care if you're a DeFi degen or a pension fund manager—Andrew Bailey...

Last week, a macro analysis framework was applied to a single political news...

The European Central Bank just weaponized collateral. No specific haircut...

Listening to the silence between market cycles – that phrase has never felt...

Most analysts see Sberbank’s plan to launch a crypto wallet and digital...

I didn’t read the Bloomberg terminal this morning. I read the Saudi Aramco...

JP Morgan cut its Q4 gold forecast by 25% last week. Down to $4,500. The...

Brian Armstrong is investigating an AI-generated error about the World Cup se...

Over the past week, I reviewed 14 crypto research reports from top-tier funds...

The market is wrong. On July 5, a proposal was submitted to the Aave DAO—not...

On July 5th, the perpetual swap market whispered a quiet truth: BTC funding...

Eric Larchevêque, Ledger co-founder, just told the world Bitcoin hitting $1M...

I watched the CME FedWatch ticker flash 21.9% for a July rate hike, and...

Morgan Stanley just dropped a bomb the market doesn't want to hear. AI may no...