Archive - Crypto is Macro Now

July 2025

No, CBDCs aren’t “stabilizing forces”

plus: crypto regulation, GDP, tariff frenzy and more

Jul 31 •

Big crypto market structure changes and why they matter

plus: FOMC cohesion, US jobs, GDP and more

Jul 30 •

The tokenization pushback

plus: the empty EU DLT pilot, trade theatre, BTC, DXY and more

Jul 29 •

The EU deal: the end of the beginning, or the beginning of the end?

plus: negotiations, Fed, BTC, geopolitics, inflation and more

Jul 28 •

WEEKLY - tokenization, CBDCs

plus: assorted links, acapella bass and more

Jul 26 •

Institutional tokenization with a twist

plus: crypto lending, the Fed, complacency, correlations and more

Jul 24 •

Tariffs: the noise is the signal

Plus: altcoin season, the Fed debate, and market froth

Jul 23 •

The digital euro gets shakier

plus: ETF flows, global trade and more

Jul 22 •

ETH momentum, Japan elections

plus: EU-China, consumer confidence, crypto legislation and more

Jul 21 •

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