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Macro investor Jordi Visser expects Ethereum to outperform Bitcoin over the next year, driven by accelerating tokenization and stablecoin adoption. He views Ethereum as a key commodity powering insti…
Bitwise data reveals Bitcoin displays greater resilience than gold during bond yield spikes and Treasury selloffs. With rolling BTC-gold correlation surpassing 0.5 amid escalating US debt concerns, a…
SkyBridge Capital founder Anthony Scaramucci framed Treasury Secretary Scott Bessent's G20 warning about soaring global debt as an inadvertent endorsement of Bitcoin. Pointing to rising U.S. deficits…
Bitwise CIO Matt Hougan highlights Bitcoin's growing role as a vital currency debasement hedge alongside gold amid shifting macro policies. He notes institutional allocations are surging from 1% to a…
U.S. national debt surpassed $40 trillion, prompting Treasury bond buybacks and yield management. Rising fiscal dominance and daily interest payments exceeding $3 billion highlight currency debasemen…
Bitcoin is trading as a hedge against fiscal uncertainty, inflation, and geopolitical risks highlighted by Trump's policy comments. Analyst Naeem Aslam notes that while macro conditions support Bitco…
Billionaire investor Ray Dalio advised investors to modestly increase allocations to Bitcoin and gold to hedge against mounting U.S. sovereign debt risks and Treasury market stress, projecting long-t…
Harvard University halted selling BlackRock's Bitcoin ETF in Q2, maintaining a $101.4 million position. Abu Dhabi sovereign wealth funds and Dartmouth also held stakes steady, while JPMorgan and Tudo…
Bitcoin outperformed gold during the Iran conflict, recovering 20% above pre-conflict levels as institutional investors accumulated ETF positions. The asset demonstrated hybrid macro characteristics,…
Investor Jordi Visser argues Bitcoin's original purpose is resurfacing amid complex macro pressures limiting the Fed's inflation control, positioning BTC as a strong hedge in a highly indebted, infla…
Bitcoin stabilizes near $95,000 amid steady macro markets, AI sector enthusiasm, and a supportive US-Taiwan trade deal boosting semiconductor stocks.
Ray Dalio warns the Fed’s easing amid strong economy inflates a bubble, boosting Bitcoin and other hard assets as hedges against inflation and currency debasement.
Weak August jobs data (22,000 payrolls; unemployment 4.3%) pushed investors toward Bitcoin as a macro hedge, lifting BTC toward $113,000 amid growing bets on Fed rate cuts.