Global macroeconomic trends influencing digital asset markets, inflation, and capital flows.
A payroll revision is not a layoff headline, and a CPI print is not a crypto story. Yet both can move Bitcoin quickly, because they move the discount rate and financial conditions that sit underneath risk assets.
Bitcoin can dump without a crypto headline. Watch USD/JPY. A fast yen move can trigger cross-asset margin cuts that spill straight into BTC.
The refund fight moves to trade court, but markets are already pricing a potential cash transfer that could reshape liquidity fast.
