The world has morphed into one big macro trade....We’ve been saying for a while how financial markets are increasingly driven by global policy rather than...As a result, elevated intermarket correlations between major asset classes puts financial markets on...Market volatility is likely to remain elevated as we inch closer to the election, but in our view, the...

Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro...It blends seven structural signals across macro, institutional, and crypto-native flows....strength, especially in periods of macro uncertainty or structural realignment.

Macro Thematics As we wade deeper into the summer months, markets have been anything but the dull doldrums...The constant barrage of market developments continues to keep participants honest & questioning....Markets hate uncertainty, and the initial uncertainty around these events was palpable.

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Crypto is macro....In fact, the rise of Bitcoin and crypto assets is arguably the biggest macro trend in markets today....There are many macro concepts that have gained prominence among crypto investors the last few years;...“NLW”) on his popular podcast, The Breakdown, to talk through some of the foundational concepts of macro...

The Aftermath of One Big Macro Trade The risks of insolvency and deflation were core themes in our latest...Macro Outlook report and for good reason....To Spend or Not to Spend Markets have ebbed and flowed with the latest headlines of a deal then no deal...In our macro outlook, we stressed the importance of the banking system in the fight against deflation...

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Market Update The market opened the day on a weak note with BTC down 4% today....For most of the last year, macro sentiment has been risk-on, and BTC trended upwards alongside the S&...gold and stocks have poor correlation, using BTC’s correlation to each asset as a means of gauging macro...

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Advanced GDP Reading, Apple and Amazon Earnings ⚡ Out of The Frying Pan, Not Out of The Fire The macro...Crypto Market Cap Ok, two more charts and some thoughts…this time on crypto…....accepted narrative of the BTC Halving cycle what drives the BTC cycle (and all crypto) or is it the macro...

Topics Market Update – Macro, S&P500 & Bitcoin Terra Update – LUNA/UST/ANCHOR Market Update...Souring sentiment and worsening macro headwinds have exacerbated the selloff in equity markets, with...The next obvious macro structure support is likely 3250-3400 should SPX lose 4000; another leg lower...

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The shortfall comes from Asian exchanges like Huobi and OKEx, which were market drivers in early 2021...The Bright Side: Perp Funding Remains Reasonable Perpetuals offer another litmus test on the market...Normally, a tell-tale sign of an overheated market would be ‘perp’ funding rates surging erratically.