Crypto is Macro Now

Crypto is Macro Now

The signals from NATO

plus: the dark side of crypto, markets, macro and more

Noelle Acheson's avatar
Noelle Acheson
Jun 25, 2025
∙ Paid

“If you change the way you look at things, the things you look at change.” – Wayne Dyer ||

Hi everyone! I hope you’re all doing well and taking care of yourselves.

Some big news!!! This newsletter HAS A SPONSOR!! 👇👇 A big shoutout to the team at crypto data platform Allium – they provide the data and visuals for the Visa stablecoin dashboard that I often share here, and of course their full product suite goes much, MUCH deeper. It’s worth checking out. More information below.


PUBLISHED IN PARTNERSHIP WITH: ✨ALLIUM✨

Allium provides blockchain data and analytics for institutions and fintechs, helping teams generate key insights from on-chain activity. Leaders like Visa, Stripe, and Grayscale rely on Allium to power mission-critical analyses and operations.

For more information: www.allium.so.


IN THIS NEWSLETTER:

  • The signals from NATO

  • The dark side of crypto

  • Macro-Crypto Bits: markets, consumer confidence, Powell

If you’re not a premium subscriber, I hope you’ll consider becoming one! You get ~daily commentary on markets, tokenization, regulation and other signs that crypto IS impacting the macro landscape. As well as relevant links and music recommendations ‘cos why not.

Let me help you keep up with the growing overlap between crypto and macro!

WHAT I’M WATCHING:

The signals from NATO

Last week, I wrote about the waning relevance of the G7 as an example of how the “old order” is fading.

Now, we get to see a similar but higher firepower example at the NATO summit in the Netherlands.

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