Macro

Macro analysis of Fed policy, interest rates, Treasury yields, DXY, M2, TGA, RRP and global liquidity, and how they affect Bitcoin and altcoins.

Macro 07 Sep 2026
CPI and Bitcoin: Why Inflation Could Decide the Fed’s Next Move
After the strong NFP report, markets are again pricing a possible Fed rate hike. Inflation …
Macro 05 Sep 2026
NFP and Bitcoin: Why Strong US Jobs Data Hit the Crypto Market
A strong NFP report sharply changed expectations for Fed policy, pushed Treasury yields higher, and …
Macro 05 Sep 2026
Treasury Buybacks: Why Bitcoin Rose After Bessent’s Decision and What Changes on September 9
The US Treasury is increasing long-duration bond buybacks starting September 9. We look at why …
Macro 03 Sep 2026
US Real Yields: How They Affect Bitcoin and Altcoins
US real yields show how much investors can earn above expected inflation. For Bitcoin and …
Macro 12 Aug 2026
Liquidity Rotation: How Capital Moves Into Bitcoin and Altcoins
Liquidity rotation shows when capital starts moving beyond Bitcoin into Ethereum and altcoins. Track BTC …
Macro 08 Aug 2026
Stablecoin Market Cap Near Highs: What It Means for Bitcoin and Altcoins
Stablecoin market cap is holding near record highs. We explain what USDT, USDC, and stablecoin …
Macro 04 Aug 2026
PMI Above 55: Why It Matters for Bitcoin and Altcoins
US manufacturing PMI climbed to 55.6, its highest reading since May 2022. Faster industrial growth …
Macro 04 Jul 2026
Truflation vs CPI: Why Current Inflation Can Differ From Official Inflation
Truflation offers a faster read on inflation than official CPI. Here is why the gap …
Macro 27 Apr 2026
CLARITY Act: Why the Crypto Market Bill Could Become a Signal for Altseason
The CLARITY Act in simple terms: key principles of the bill, the positive scenario for …
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