Macro
08 Oct 2026
Why Altseason Could Follow a Turn in the US Treasury Market
US 10-year Treasury yields have reached 5.3%, while banks still carry $327 billion in unrealized …
Macro
08 Oct 2026
US Treasury Market Reversal: Bitcoin and Altseason
US 10-year Treasury yields have reached 5.3%, while banks still carry $327 billion in unrealized …
Macro
08 Oct 2026
US Treasury Yields and Bitcoin: How Repo Funding Affects Crypto and Altseason
Rising US Treasury yields can put pressure on Bitcoin through repo funding, collateral requirements and …
Macro
24 Sep 2026
Global Bond Yields Near 4%: What It Means for Bitcoin and Crypto
Global government bond yields are approaching 4%, a level not seen since 2007. That is …
Macro
15 Sep 2026
Fed Rate Decision and Bitcoin: What to Expect on September 16
Markets have almost fully priced in a 25 bps Fed hike. For Bitcoin, the bigger …
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 …