Archive - Crypto is Macro Now

GDP misdirection and policy errors

Plus, gold, China, Ukraine, inflation, jobs and more

May 1 •

April 2025

The SWIFT-busters are gathering

plus, GDP, job openings, Russian crypto and more

Apr 30 •

A stablecoin engine + crypto funding

also, power outages, crypto in space, macro mudslides and more

Apr 29 •

WEEKLY - The goal, the mess, and crypto

plus, commons, comics, clothes and more

Apr 26 •

A new crypto "system"?

Plus, US dollar to go lower, BTC-USD correlation, memecoin utility, war, tariffs, treasuries and more

Apr 24 •

Currencies and crypto: Taking advantage of chaos

Plus: markets' breathing space, Iran, Ukraine, BRICS, China and more

Apr 23 •

Assault on the Fed: smokescreen or scapegoat?

plus, what's ahead for the week, where we're at with tariffs, and more!

Apr 22 •

Inflation expectations: it’s all in the wording

plus, tariff futility, institutional crypto interest, Greenland and more...

Apr 16 •

Off to a bad start, but here’s the plan anyway

The Miran paper, markets, tariffs, crypto and more

Apr 15 •

Macro, tariff realignment and more

the week ahead should be short but intense

Apr 14 •

WEEKLY - fake reprieves, weak bases

why there's more turmoil ahead, and what could restore trust

Apr 12 •

AUDIO - tariff and market mayhem

the vulnerability, and the time frame

Apr 11 •

15:00

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