Macro

3-Year High US Inflation is Squeezing Crypto & Cornering the Fed

April’s 3.8% inflation shock, driven by surging energy costs, is pushing yields higher, tightening liquidity, and forcing crypto into a volatile range as the Fed’s path grows increasingly constrained.

May 13, 2026

•

6 min read

Inflation Test & Geopolitics Meet Ahead Amid Iran War

Wall Street stocks are experiencing unprecedented levels of growth. At the same time, the price of oil and the forecast for interest rates remain above historic lows. It’s likely that one of those aspects is incorrect.

May 12, 2026

•

5 min read

Bitcoin’s Rally Gets Fresh Fuel as ETF Flows, Spot Demand and Regulation Align

The technicals are clean, the flows are aligned, and regulation is moving. The question is whether the macro calendar — CPI, PPI, and oil — lets the rally breathe.

May 11, 2026

•

3 min read

Macro Readings, Fed Policymakers to Drive Investment Bets

Macro crosscurrents are tightening the range: tech strength, rising energy costs, and a packed US data calendar set up an event-driven week that could decide whether crypto breaks higher or stalls.

May 5, 2026

•

5 min read

War Fatigue, Fed & Crypto Conference Key This Week

At the start of the week, risk assets are displaying encouraging trends. Bitcoin and other top cryptos have gained momentum, with bulls facing several risks to their upside bets.

Apr 28, 2026

•

5 min read

All Eyes On Ceasefire Deadline & Warsh's Confirmation Hearing

Bitcoin’s breakout above $74,000 is being tested by renewed uncertainty around the US–Iran ceasefire deadline, with markets hinging on whether energy flows through the Strait of Hormuz stabilize or deteriorate. A range of geopolitical outcomes could drive oil sharply higher, shaping inflation expectations, central bank responses, and risk asset performance.

Apr 21, 2026

•

5 min read

Rate Hike Bets Collide With a Rewiring Global Order

Markets are leaning hard into ECB tightening, but the underlying inflation shock shows signs of fading rather than entrenching. At the same time, the Iran conflict is accelerating a broader shift toward a more decentralized global system, complicating policy decisions. The result is a growing gap between what markets price and what central banks can realistically deliver.

Apr 13, 2026

•

5 min read

Inflation Test & Trump's Ultimatums to Dictate Markets

Markets head into a pivotal week with U.S. inflation data set to test whether war-driven energy shocks are bleeding into broader prices, or stalling at the pump. Bitcoin’s recent resilience versus equities now faces its clearest macro check, with range-bound price action likely unless the data materially shifts rate expectations.

Apr 6, 2026

•

5 min read

Macro Worries Risk Further Decline for Week 5 of Iran War

Markets are inching closer to a tipping point as Middle East tensions drive oil higher, lift inflation expectations, and push yields back toward cycle highs – forcing central banks into a tightening bias just as growth signals soften and risk appetite deteriorates.

Mar 30, 2026

•

5 min read

Macro

3-Year High US Inflation is Squeezing Crypto & Cornering the Fed

Inflation Test & Geopolitics Meet Ahead Amid Iran War

Bitcoin’s Rally Gets Fresh Fuel as ETF Flows, Spot Demand and Regulation Align

Macro Readings, Fed Policymakers to Drive Investment Bets

War Fatigue, Fed & Crypto Conference Key This Week

All Eyes On Ceasefire Deadline & Warsh's Confirmation Hearing

Rate Hike Bets Collide With a Rewiring Global Order

Inflation Test & Trump's Ultimatums to Dictate Markets

Macro Worries Risk Further Decline for Week 5 of Iran War

Independent analysis on digital asset markets, regulation, and emerging trends