Research
Macro
Bitcoin focus flips from oil to bonds as US and Japan 10-year yields spike into a critical week
A cross-market reset is underway, with rising sovereign yields tightening conditions and forcing a repricing of risk.
Macro
Bitcoin price falls below $70k, foreshadowing US market open after threat to “obliterate” all Iranian power plants
Bitcoin’s sharp drop tracks geopolitical escalation, with risk assets repricing as traders assess conflict spillover scenarios.
Macro
Why Bitcoin was made for the stagflation economic conditions set to dominate 2026
Stagflation: The word of the year for 2026 and why Bitcoiners need to know what it means
Macro
Britain’s bond panic is currently making the case for Bitcoin many people seem to have forgetten
Britain’s bond panic is proving Satoshi was right all along as history starts to rhyme.
Macro
Why rising mortgage rates and gas prices are suddenly impacting Bitcoin holders directly
Consumer sentiment is tanking and its not helping Bitcoin as it struggles to hold $70,000.
Macro
While the world watches oil prices, one critical Fed cash backstop is almost empty
Bitcoin may be more exposed now because a hidden Fed liquidity buffer that once softened stress is nearly gone.
Metaverse
RIP metaverse: Land values capitulate as $24M metaverse plot collapses to just $9,000
Virtual land went from digital gold rush to ghost town as metaverse prices suffered one of the steepest crashes on record.
Banking
Banks risk another 2008 crisis after moving the equivalent of 18 million BTC into shadow lenders
Banks shifted $1.3 trillion into nonbanks after 2008 and that’s where the next scare could start
Market
Citi slashes Bitcoin target by $31,000 despite rising prices as Washington delays stall crypto breakout
Citi still sees upside for Bitcoin and Ethereum, but slower US policy is shrinking how far prices can run this year.
Macro
Recession risk hits historic danger zone, setting up Bitcoin’s biggest test yet
Bitcoin will finally face the pain Satoshi wrote about in the first block transaction before the next halving.
Analysis
New Bitcoin power law chart turns $124k into the ETF-era battleground
Bitcoin could soon test the level that decides whether this long-running model still holds.
Macro
Largest Wall Street funds start restricting withdrawals as investors rush for the exit while Bitcoin climbs
If Binance or Coinbase limited withdrawals like this the internet would be warning of insolvency - TradFi behaves differently.
