Macro
Posts
Macro Is Driving, Crypto Is Just Steering
Bitcoin broke $60K because liquidity left, not because crypto broke.
The ETF Bid Is Conditional, Not Permanent
Spot ETF flows just proved they cut both ways.
Morning Briefing, 09 Jun 2026
The market in one read.
Bitcoin Stopped Pretending to Be Digital Gold
This drawdown is a macro trade, not a thesis break.