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Articles tagged "Macro"

15 articles with this tag. View all articles →

May 23, 2026 ~8 min read

How Macro Events Affect Crypto: Correlation vs Causation

Macro events get blamed for every crypto move. But correlation isn't causation, and the difference changes how you read FOMC days and CPI prints.

Macro Bitcoin Market Structure Correlation Risk Management
May 17, 2026 ~2 min read

Daily Note · 17 May: Structure Builds While Sentiment Breaks

Institutional infrastructure expanded on two fronts while sentiment moved the opposite direction - the last 24 hours revealed a market where the structural case is strengthening and the crowd is pricing fear.

Daily Note Market Structure Sentiment Macro ETF
May 5, 2026 ~2 min read

Daily Note · 5 May: Sentiment Catching Up to Capital

Institutional capital was already moving before sentiment recovered. The last 24 hours reveal how far positioning had run ahead of the crowd.

Daily Note Market Structure Flows ETH Macro
April 29, 2026 ~6 min read

FOMC April 2026: Fed Holds Rates as Control Slips Away

FOMC April 2026 recap: rates held a third time, but the real signal came from energy, politics, and a Fed navigating forces it cannot fully control.

FOMC Federal Reserve Inflation Bitcoin Macro
March 18, 2026 ~5 min read

FOMC March 2026: What the Fed Didn't Say Matters More Than What It Did

The Fed held rates but revealed deep uncertainty about overlapping inflation pressures from tariffs and energy. What it means for crypto.

FOMC Federal Reserve Inflation Bitcoin Macro
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