Checkout my latest in-depth interview with Michael Howell, Managing Director of @crossbordercap In this interview, Michael explains: - Key Drivers of the Global Liquidity Cycle - Bitcoin’s Correlation with Global Liquidity - Bitcoin Valuation Model: P/M Ratio Links below ↓

Weekly Crypto Market Update - Setup Saturday /w @0xZer0cool

Why does Bitcoin rally when the dollar falls? It is a repricing event caused by abundant global liquidity and cheaper credit access. I wrote a breakdown of the Inverse DXY thesis and why the denominator matters more than most people think.

https://t.co/ydxBiA8fy4

One year later, and it’s not even close. The data confirms that IBIT has separated itself from the pack, effectively becoming the market standard for Bitcoin exposure in 2025. While other issuers fight for the remaining market share, BlackRock has secured the vast majority of

Do not trust the November inflation print. The shutdown forced the BLS to use carry-forward estimates for October, essentially entering 0% price changes for a month. This broke the housing data. Which makes up for over 1/3 of the CPI. Shelter is the biggest driver of sticky

Bitcoin ETF flows are currently averaging near zero. The last 30 days show a 50/50 split between inflows and outflows, indicating the market has entered a stabilization phase. Despite a significant outlier on February 25 during the U.S. tariff reaction, the trend is flat.

$23 Billion in Bitcoin options expire next Friday (Dec 26). Expect volatility. Mathematically, the price will likely gravitate toward $98,000. This is the "Max Pain" price and it's the exact level where Market Makers make the most money by rendering the most options worthless.

With Kevin Warsh overtaking Kevin Hassett in recent polls, I wanted to make a post about who they are and what it will likely mean for the markets if they get nominated as the next Fed Chair. Kevin Warsh is the Institutionalist. He was the youngest Governor in Fed history and,

Powell signaled the pivot months ago: Jobs > Inflation. The market is still pricing 2026 based on the old inflation fight, expecting a slow trickle of cuts. But with unemployment ticking up to 4.6%, the Fed's hand is being forced. They can't just normalize rates into a

Has Bitcoin Failed Its Original Purpose? https://t.co/LmIhOJLVwY

JUST IN🚨: Kevin Warsh has officially flipped Kevin Hassett on Polymarket to become the next Fed Chair.

This may be Powell’s last cut. Here’s a 4-minute clip from Saturday’s livestream with @0xZer0cool where I break it down. https://t.co/X8JwvQJqkK

Unlike previous cycles, Bitcoin’s realized profit taking appears to have already peaked in recent weeks, suggesting a shift in investor behaviour and a potentially different market dynamic going forward.

Corporate treasury growth is slowing, and ETF flows have stalled. At first glance, this is a bearish signal that demand is weakening. But context matters. We saw similar low-flow environments in early 2024 right before the market reset for a move higher. When flows dry up, it

Weekly Crypto Market Update - Setup Saturday /w @0xZer0cool

Bitcoin implies a $153,000 price based on its 5-year correlation with the Nasdaq 100. We are currently trading at a 42% discount to the model. Here’s a 5-minute clip from yesterday’s livestream with @George1Trader where we break it down. https://t.co/C17XZuPB4T

Your collateral is only as stable as the oracle pricing it. During the crash, USDe held $1.00 in DeFi but collapsed to $0.65 on Binance due to a pricing error. Traders didn't lose on bad bets. They lost because the infrastructure lied about the price. The technical autopsy:

Here’s a 3-minute clip from today’s livestream with @George1Trader The Fed says “not QE”, but don’t be fooled. Liquidity is back. https://t.co/qqVbz9hQOG

Bitcoin Under The Loupe - Ep. 8 /w @George1Trader

Live in 2 min, join up! #btc https://t.co/M8MeAc3mHK