Exploring the maturation of bitcoin's evolving capital market layer.
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26
With cooling inflation and the futures and rates markets expecting a Q1 Fed pause, how will bitcoin react moving into this potential risk-on phase?
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4
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
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9
After a decelerating CPI reading, disinflation is telling the Fed that its attempt to cool the economy is working.
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An update on the ETH/BTC cross and implications. CPI finally stops increasing month-over-month as energy prices plummet.
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Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
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10
Heightened sensitivity to the credit cycle makes bitcoin a reliable, but not always accurate economic fire alarm.
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15
The 10-year US Treasury yield has fallen 100 basis points since June 14th. Looking at bitcoin on a logarithmic scale. More tightening ahead.
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The Macro Compass
The Macro Compass
Alfonso Peccatiello (Alf)
Doomberg
Doomberg
Doomberg