Liquidity, Business Cycles, and Deglobalization
Explaining the Weird Market: From Slow-Motion Business Cycles to Shifting Liquidity and the End of Global Synchronization
Latest
FOMC Preview, Is AI a Bubble, and Gold/Bitcoin Update
Bitcoin Update, PMI Cycles, and Stocks Hit ATH
Macro Is Becoming Clear, Market Decision Still Ahead
Signals in Oil, Gold, Dollar and Yields
The Case Against Quantum Computing
Spring-Loaded Q4
Economic Arguments Against Vibe Coding
Opportunity cost, noise filtering, and the myth of productivity from DIY AI apps.
October Price Forecast Competition
Time For Action, What's Ahead For Bitcoin
Common Futurist Fallacies
Technological innovation depends on the underlying growth picture, it's not an independent driver of growth. Demographic decline is the limiter no one sees coming.
Flash Update - Federal Reserve Preview
Rate Cuts Coming, Employment Collapses, Bitcoin Bounces
Rethinking The Economic Center Of Gravity
From Rice Fields to Roman Aqueducts: False Models for GDP, Civilizational Complexity, and the False Narrative of a Balanced East and West
MSTR Decision Preview, Charts and More, Plus Fed Cut Expectations
September Price Forecast Competition
Whale Wars and Fed Shake Up
Trump, the Fed, and Bitcoin’s Next Move
Powell Failed To Thread The Needle, Bitcoin Bounces
Exhaustion In The Bitcoin Market
Bessent’s Bitcoin Bombshell and Planning for the Post-Adoption Future
The Fed’s Lose-Lose Situation Means a Win-Win for Bitcoin
Copper/Gold Ratio Gives Insights to Treasury Yields, Dollar, and Bitcoin
Macro Resistance For Bitcoin
August Price Forecast Competition
Global Macro Pivot Imminent, A Brief €100k Pause
Why Mesoamerica Had Civilization and Sub-Saharan Africa Didn’t
We must understand the past and the evolution of economies and civilizations to understand the tectonic shift that bitcoin adoption entails.
Steady Pressure Into Coming Breakout - Here's What To Watch
Where’s the Euphoria? Bitcoin Struggles with $120k
Macro Uncertainty And The Deeper Fundamentals
FOMO Is Coming, Where's the Next Bitcoin Top?
The Treasury Wave and Technical Patterns
Analyzing Current Trends in Payrolls, Yields, and the Dollar
July Price Forecast Competition
Bitcoin Supply Zones and Macro Update
Stuck in the Zone: Bitcoin’s Battle at $105k
Markets, Militaries, and Monetary Stress
Upward Tension, Technical Pause
All Signs Still Point Higher For Bitcoin
A World Without Inflation?
Understanding how fixed supply transforms economic incentives and re-routes the natural pressure to inflate.
June Price Forecast Competition
Bear Traps and Golden Crosses
Bitcoin and Macro Frustration Builds
Bitcoin’s Calm Ascent to New Heights
Have Retail Investors Abandoned Bitcoin?
While retail search interest may be down, easier access and altcoin fatigue suggest Bitcoin engagement is evolving—not disappearing.
Dollar Strength Returning, Plumbing Weakness Emerging
In Pursuit Of A New Economics: The Layered Agent
This is a draft of my exploration into the layered economic actor, different from a blank-slate individualistic actor.
The Dollar Stabilizes, ECB On Edge
Can Anything Logically Be Done About Fertility Collapse?
Navigating the most pessimistic and optimistic outlooks for tackling demographic decline.
Bitcoin Treasuries and Technical Signals Point to Next Price Target
Testing the Money Printing Hypothesis
Exploring three hypotheses about money printing, QE, and the flow of funds in the modern financial system.
Macro Update: Has The Dollar Bottomed and Gold Topped?
$100k in Sight as Saylor Doubles Down
On the Origins of Money and the Monetary Chasm
How Society Shaped the Origins of Money
May Price Forecast Competition
Bitcoin Breakout On New Institutional Demand And Market Signals
Dollar Doubts and Debt Dynamics
Bitcoin Holds Strong Amidst Market Panic and Volatility
Tariff Drama Shocks To The Market, But Is It Sustainable?
Augustus’ Fertility Laws and the Battle to Save Rome
How Rome's first emperor tried to reverse a demographic decline with legal and moral reform
April Price Forecast Competition
The Modern Effect Of Tariffs
Two Mental Traps That Derail Macro Thinking
Here's How Bitcoin Stair Steps To $1 Million
Bitcoin Signs of Life, Fighting Macro Headwinds
Crisis Signals and Bitcoin Calm: Reading Between the Fed Lines
Divergences, Dominance, and a Developing Breakout
The Euro's Last Recession?
Bitcoin Strategic Reserve: A Game-Changer for Global Adoption
10Y Breakdown and Recession Signals - Macro Update
March Price Forecast Competition
Bitcoin’s Wild Week, BlackRock’s Signal, and GDP Shock
Markets at a Crossroads as Q1 Volatility Kicks In
Bullish Fundamentals and Bybit Hack - How Bad Will The Bitcoin Dip Get?
Big Macro Update: Fear Runs High, but Markets Follow the Script
From Boredom to Breakout: Bitcoin’s Next Rally is Brewing
The Future of Reserve Assets - Gold vs Bitcoin
Dip Before Rip? Bitcoin Chart Updates - Pro
Can Gold Continue Its Rally? - Macro Update
February Price Forecast Competition
Bitcoin Chart Updates - Pro #52
FOMC, Dollar, Stocks - Macro Update - Premium
Announcement and Bitcoin Forecast - Premium
Bitcoin Insider #323
Trump takes office and we await his Bitcoin Executive Orders and hoping for Ross Ulbricht's freedom. A lot is coming for Bitcoin over the next few days!
Is Quantum Computing the Biggest Threat to Bitcoin? And Your Comments - E430
Debunking the quantum computing FUD about bitcoin
Will Trump's Tariffs Work? Reaction to Patrick Boyle - E429
I react to Patrick Boyle's tariff episode. It was a balanced take from Patrick, and I add my own color to it.
Bitcoin Insider #322
Slower week for the bitcoin news cycle, wildfires in California and macro take center stage. All awaiting Trump's inauguration.
Bitcoin Round Up - MSTR, IMF and El Salvador, China Stimulus, Price and more - E428
The main topics today are MSTR once again, the IMF hassling El Salvador and China stimulus.
They Finally See Bitcoin Coming, Some Are Trying To Stop It - E427
Listening and reacting to great Charles Schwab and Tom Lee takes on bitcoin and a terrible one from Bill Dudley.
Bitcoin Gets the Support of Powerful Elites, Major Statements from Powell and Putin - E426
I react to Putin and Powell public comments about bitcoin. I also read through one of my recent blog posts about Endogenous Money.
Bitcoin OTC Desks Drained, Geopolitical Chaos Erupts - Bitcoin Roundup - E425
LIVE stream from Dec 2, 2024 as podcast. MicroStrategy, Marc Andreessen on Rogan, and the start of the China collapse.
Bitcoin Fundamentals Report #321
Inside Bitcoin: Tax Rule Changes, $100K Trends, and Global Economic Upheaval
Bitcoin Is The Antithesis Of Fiat
Debunking the claim that Bitcoin is fiat currency. We explore Bitcoin’s non-arbitrary design, market-driven value, and role as a distributed consensus system, while clarifying the true nature of fiat currency.
January Price Forecast Competition
Bitcoin Fundamentals Report #320
A weekly roundup including Tether FUD, Russia using bitcoin for trade, Chinese yields collapse, price holding $90k and mining industry news.
Bitcoin Indicators and Forecast - Premium
Bottom Up Adoption: A Theory Based In The Inflation Argument
In a follow up to last week's post on gold versus bitcoin monetization and monetary evolution, this post tackles the technical consequences of an inflation-hedge mindset and how it led to the scaling conflict.
Bitcoin Fundamentals Report #319
The bitcoin price cools as corporate buying slows, macro and geopolitical calm before the storm, bitcoin price analysis, and miners buying bitcoin instead of ASICs.
Why Will Bitcoin Be Monetized, If Gold Was Demonetized?
Analysis challenging inflation-based narratives and examining the market's role in selecting money, offering a fresh perspective through Evolutionary Monetary Theory.
Gold vs Bitcoin Debate Reaction, with Peter Schiff and Robert Breedlove - E424
Reaction to Schiff vs Breedlove gold vs bitcoin debate