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Daily crypto
intelligence through
the lens of macro.
For people who hold crypto and are tired of being either patronised or scammed. Written by someone who manages real money, in plain English, every weekday morning.
BITCOIN
+3
Sep 10, 2026
•
4 min read
Yields hit a three-year high. Bitcoin barely moved.
Bitcoin sits between a floor and a ceiling with two inflation reports on the way.
BITCOIN
+3
Sep 9, 2026
•
4 min read
Robinhood is buying the exchanges it uses
The brokerage app your friends use is buying stakes in the exchanges it sends its orders to, and an analyst has just repriced the stock on the blockchain it switched on in July.
BITCOIN
+3
Sep 8, 2026
•
6 min read
How we read an ETF flow number
You have already had last week's ETF number. Nobody printed the two things that decide what it is worth: how many separate counts it actually represents, and what bitcoin did over the window it covers.
BITCOIN
+3
Sep 8, 2026
•
4 min read
Traders are pricing bitcoin two ways at once.
Bitcoin's correlation with gold is reported at a nine-year high, it still fell on a jobs number, and the inflation numbers land on Friday.
BITCOIN
+3
Sep 10, 2026
•
4 min read
Yields hit a three-year high. Bitcoin barely moved.
Bitcoin sits between a floor and a ceiling with two inflation reports on the way.
BITCOIN
+3
Sep 9, 2026
•
4 min read
Robinhood is buying the exchanges it uses
The brokerage app your friends use is buying stakes in the exchanges it sends its orders to, and an analyst has just repriced the stock on the blockchain it switched on in July.
BITCOIN
+3
Sep 8, 2026
•
6 min read
How we read an ETF flow number
You have already had last week's ETF number. Nobody printed the two things that decide what it is worth: how many separate counts it actually represents, and what bitcoin did over the window it covers.
BITCOIN
+3
Sep 8, 2026
•
4 min read
Traders are pricing bitcoin two ways at once.
Bitcoin's correlation with gold is reported at a nine-year high, it still fell on a jobs number, and the inflation numbers land on Friday.