MACRO

The external weather. Fed decisions, dollar strength, oil, credit markets. Only here when it's moving the crypto price, not for its own sake. Every macro story lands on a portfolio implication or it doesn't run.

BITCOIN

May 21, 2026

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4 min read

SpaceX just showed the world its Bitcoin

18,712 BTC on the balance sheet. You can already trade the stock on-chain.

BITCOIN

The rally was built on leverage. Now it's collapsing.

May 18, 2026

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4 min read

The rally was built on leverage. Now it's collapsing.

CryptoQuant data shows spot demand was absent the whole time. Hayes just confirmed it.

BITCOIN

May 15, 2026

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4 min read

The last rate cut argument just died

CPI hit a three-year high. Schwab launched spot crypto anyway. One of these is wrong.