In the first week of January 2022, we put out a report titled, “Why Bitcoin Is Behaving Like It Should”.

The premise of it was simple — several macro tailwinds that had helped propel BTC and crypto assets to new highs during 2020-2021 were reversing course.

We cited rising inflation concerns, tighter financial conditions, and a stronger US dollar as some of the most notable risks — many of which we’d been tracking, and writing about, in the weeks and months