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Macroeconomy


Bitcoin at a Fed Crossroads: How the September 16 Rate Decision Reshapes the Allocation Case
As the Federal Reserve weighs its first rate increase since resuming a tightening bias, a record day of institutional ETF buying is testing whether Bitcoin's ownership structure has begun to change how the asset absorbs monetary pressure.
Sep 613 min read


The Week the World Stopped Being Background Noise
The week of June 1 to 7 produced ten significant developments across markets, legislation, corporate strategy, and geopolitics. Taken individually, each one tells a partial story. Taken together, they describe a market that has matured in some ways and remains structurally vulnerable in others, and an asset class that is now deeply embedded in the same forces it was once presumed to operate independently from.
Jun 710 min read
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