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 …
Macro
26 Apr 2026
Russell 2000 and Crypto: How a Small-Cap Stock Index Signals Expanding Risk Appetite
Russell 2000 is more than an equity index. We use it as an intermediate macro …
Macro
14 Apr 2026
U.S. Dollar Liquidity: How TGA and RRP Affect Bitcoin
A practical guide to TGA, ON RRP, and bank reserves, and what changes in U.S. …
Macro
26 Mar 2026
U.S. 10-Year Treasury Yields and Crypto: Why They Matter for Bitcoin
U.S. 10-year Treasury yields help us understand how loose or tight financial conditions are becoming …
Macro
25 Mar 2026
Global Liquidity and Bitcoin: How M2 Affects the Price of BTC
Global liquidity and the M2 money supply help us understand what kind of macro regime …