This week had it all. The DXY saw its 4th largest negative 3-day move--massively liquidity-positive. Just as Bitcoin nuked and had its worst Feb in a decade. Meanwhile, in altcoin land, the Top 200 crypto index puked one more time. The chart shows that 365 days of New Lows hit

Small allocation. Less rebalancing. So simple yet bewildering to many.

Raoul saw early that crypto + macro would rewrite the market’s operating system. I learned here. Now I’m fortunate to help build that OS from inside RV Pro as one of four analysts. So much still to build.

Stack sats. Optimize health. The revolution is now—monetary and healthspan. Put in the work for the next few years, and by 2030, you and your lineage will reap the rewards.

I remain incredibly bullish on Bitcoin. But as someone covering the full crypto asset class, it’s clear the broader crypto economy is one of the fastest-growing techno-economic systems in history — even with its primitive tooling, scaling bottlenecks, and friction. Smart

If you remember 2002–2008, the last major dollar depreciation lit a fire under EM equities and commodities. EM outperformed DM by 3x as capital chased high-growth, young economies — giving rise to BRICS. Crypto is today’s EM. Capital is moving where the energy is. Fiat is

Future headline in Australia "Domestic Banks to Allow BTC as Collateral for Mortgages; Property Ponzi Can Continue".

I have been told by my millennial friends that I need a lesson in how to spell hip sayings. And that even if I did spell it correctly, "Cray Cray" is so 2010.

It's about to get cra cra.

Blockchain fees have fallen 50% from their Q4 2024 peak, yet historical liquidity cycles suggest on-chain activity is set to explode. While lower costs per transaction pressure aggregate fees, this will be offset by a surge in volume. Imagine big-box retail, Amazon, and even

While BTC is still treated as a risk-on asset by fast money traders, its medium-to long-term trajectory is increasingly shaped by large allocators who see its emergence as a non-sovereign, neutral bearer asset—like digital gold. That’s why it may trade like risk in the short term

Sublime thread from @paulguerratv of a presentation at @RealVision . Thanks for putting it together!.

Bitcoin has rallied 40% since April 10 which was when my global liquidity aggregate (GLI) after 3 years broke out to new all time highs on the back of a plummeting US dollar. Since then the aggregate is up 2%. Bitcoin's Q2 rally is entirely consistent with liquidity regimes of

This is the playbook. Critical knowledge you won't find taught at our universities and schools. Masterclass from @BittelJulien @RaoulGMI.

When BlackRock talks Bitcoin with clients, they downplay the “risk-on” and “digital gold” narratives. Instead, they highlight BTC’s role as a hedge against monetary, political, and system instability. The rationale is evolving—so is the investor base: pensions, sovereigns,

Bitcoin passed another test this year. As risk tanked in Q1, BTC outperformed the world’s top equity market in volatility-adjusted terms. But the first deviation from its usual risk-off reaction was the SVB collapse in 2023—I wrote about it then as sign of its transforming

Bitcoin's sensitivity to global liquidity explodes during these regimes.

Market breadth indicated new highs for the S&P 500 back in May. US Earnings Season has surprised significantly on the upside with a 6.9 percentage point surprise. More liquidity via big beautiful bill, Stablecoin Bill, and increasingly likely changes to the SLR for banks.