macroeconomics

Companies across the planet are vacuuming up every bitcoin they can get their hands on by financially engineering stocks and securities in a grand speculative attack. A bitcoin treasury companies is the natural outcome to a problem not many people understand: Cash is trash — for a company, holding cash is now a liability.

As the Genius Act solidifies a Treasury-backed stablecoin world, Bitcoin's decentralized network positions it as the superior blockchain for global adoption, countering declining demand for U.S. bonds in a multipolar world.

This newsletter explores three common misconceptions about U.S. federal debt and deficits.

Bitcoin’s Q3 2025 outlook: On-chain indicators like MVRV Z-Score, VDD, and capital flows predict bull cycle trends or a pullback.

While many bitcoin investors look for the asset to behave as a safe haven, bitcoin typically has ultimately acted as the riskiest of all risk allocations.

A look ahead at what’s in store for bitcoin in the coming year. We analyze seven aspects of what might impact the bitcoin price in 2023.

Breakdowns in global trade and credit call for money that doesn’t depend on trust. Bitcoin is the modern answer for international economics.

Matthew Pines lays out China’s plan for world domination while reflecting on Bitcoin and the mistakes FTX made when building their inferior system.

It’s possible that the bitcoin price reached a bottom already, but macro headwinds may take it lower. Only time will tell if the bottom is in.

Analyzing Federal Reserve policy decisions in addition to data from the purchasing managers’ index can give us three scenarios for the bitcoin price.