The Rate Cut Is Priced. The Liquidity Isn't. That's Where the Trade Lives.
The U.S. Treasury Secretary just did something that hasn't happened in...
macro policy related articles
The U.S. Treasury Secretary just did something that hasn't happened in...
The deadline expired on a Tuesday, which felt appropriate. Deadlines always...
Breaking – March 2025. Stephen Miran, the economist who carved out a seat at...
The Korean Ministry of Economy and Finance dropped a statement on July 19....
Consider the following signal. Over the past six months, the correlation...
Hook On May 21, 2024, the California Franchise Tax Board announced a targeted...
The yield spiked. Not the yield on a DeFi pool, but the yield on macro...
Fear
Market Sentiment
92 million ARB released
Circulating supply increases by about 2%
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Block reward halving event
Independent validator client goes live on mainnet
Team and early investor shares released
Improves data availability sampling efficiency
Bitcoin Season