Market context
Follow the story. See which markets it affects. Explore the context.
Redfin reported a record 57.9% buyer-seller gap in August as US housing demand stalled under high mortgage rates. While prolonged weakness threatens wider economic growth and risk assets like Bitcoin…
Long-term US Treasury yields exceeding 5% present historic competition for non-yielding Bitcoin. Born in an era of near-zero rates, Bitcoin now contends with high risk-free yields alongside persisten…
Analyst Benjamin Cowen argues Bitcoin tracks global net liquidity rather than M2 money supply, explaining its recent underperformance versus equities. With central bank net liquidity trailing peak le…