If you invest in $ETH, $SPX, or $GLD you’re already exposed to macro. The question is: do you understand it?. If not, we break them down into clear takeaways you can actually use to position yourself. Signup here to learn more, it's free:.

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

@scottmelker That’s just one part of Scott’s outlook. In the full interview, he covers how liquidity cycles, Fed policy, and politics could set the stage for the next $BTC run.

Expect volatility. But also expect higher prices before the end of the year. @scottmelker

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

This hasn’t happened in 111 years. Trump announced he was firing Fed Governor Lisa Cook “effective immediately.”. But here’s the twist: she’s not actually out. Polymarket odds suggest she’s unlikely to leave before Dec 31st.

It’s not just China…. The U.S. economy is holding strong too. Since mid-2023, the credit cycle has been booming. With commercial bank credit growing at a solid pace.

@scottmelker If you liked this clip…. The full episode has even bigger insights on the Fed, Trump’s agenda, and where money is really flowing next.

$BTC at $124,000 is not the top. @scottmelker

A strong upturn in PMI is bullish for risk assets overall. But historically, it also pushes capital further out on the risk curve. Take ARKK, an ETF of speculative U.S. equities:. Higher PMI → Higher ARKK/SPX → Good news for smaller, high-beta stocks and altcoins.

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

The latest ISM came in at 48 — still in “contraction” (below 50). Sounds bearish, but history says otherwise:. When PMI prints 48 or lower, the S&P 500 has historically gained 20%+ over the next year. Are your bags ready?

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

BREAKING:. July PCE inflation landed right in line with expectations. Since this is the Fed’s preferred inflation gauge…. The path looks clear for a September rate cut.

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

RT @ScoobyDCrypto: Been a Pro All Access member for some time. Let me tell you, the knowledge gained has paid for itself many times over.….

RT @BitcoinJesus17: Great conversation on macro and Bitcoin with @scottmelker . Next time we'll just do Dad jokes for 40 minutes but in the….

The Global Economic Index (GEI) is looking strong. It tracks currencies, bond yields, commodity prices, and freight rates. Historically, the GEI has been a solid leading indicator for risk assets like the $SPX. And right now, it’s pointing up.

Get smarter about macro investing with our 5-minute newsletter. We break down how global markets impact Bitcoin, stocks & gold. Subscribe here:.

Trump isn’t waiting on Powell. He’s moving to reshape the Fed right now.