Bitcoin over the long term: scarcity is only the starting point
Examine demand, custody, use and competition rather than treating a supply limit as a valuation model.
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THE JOURNALBeyond payrolls: reading employment, unemployment and revisions together
Use the two US employment surveys to build a consistent interpretation rather than trade one headline.
Read articleA short-term FOMC scenario map: prepare before predicting
Separate the decision, communication and market response when assessing a policy event.
Read articleStrong GDP is not the whole story: reading the composition of growth
Separate real growth, inventories, imports and revisions before drawing conclusions about risk assets.
Read articleReading CPI surprises: check the comparison before the headline
A practical framework for separating inflation measures, expectations and market reactions.
Read articleA liquidity dashboard without a magic Bitcoin formula
Distinguish central-bank assets, funding conditions and trade execution when studying short-term moves.
Read articleMacro for crypto beginners: three channels to watch
Understand interest rates, growth and funding without turning every headline into a price prediction.
Read articleBeyond rate cuts: a clearer way to read real yields and Bitcoin
Distinguish nominal yields, inflation expectations and real yields before interpreting crypto price moves.
Read articleBefore choosing a crypto percentage, define a loss budget
Use hypothetical drawdowns and funding needs to examine allocation rather than copying a universal weight.
Read articleIs a stablecoin a bank deposit? Separating a stable price from a safe claim
A beginner framework for examining pegs, reserves, redemption and network risks.
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