Liquidity & Fed Day. - Bitcoin clears $68K as ETF inflows hit a three-week high of $506M, Stripe-PayPal merger talks intensify, and Indiana passes the historic Bitcoin Rights Bill.

Note about format:

To make this podcast as informative as possible, I am going to discuss three different macroeconomic metrics or ratios each day, with a theme dedicated to each day of the week as follows:

Mondays: Debt & Financial Conditions Day.

Theme: Liquidity & Stress

Reason: Why Monday? It frames systemic risk before the trading week develops.

Tuesdays: Inflation & Real Rates Day.

Theme: Purchasing Power & Discount Rates

Reason: Crypto is highly sensitive to real yields. When real yields rise, risk assets struggle.

Wednesdays: Growth & Activity Day.

Theme: Is the Economy Accelerating or Decelerating?

Reason: Crypto behaves differently in: Early expansion Late expansion Contraction Growth context prevents narrative mistakes.

Thursdays: Liquidity & Fed Day.

Theme: Monetary Flow

Reason: Crypto trades like a liquidity asset. Balance sheet contraction matters more than GDP in many cases.

Fridays: Global & Dollar Day.

Theme: External Flows

Reason: Strong dollar regimes historically pressure crypto.

I hope it adds value for listeners.

Enjoy!

Guy

Bitcoin rebounds toward $67K as spot ETFs post a massive $257M inflow, Stripe eyes a landmark $159B acquisition of PayPal, and the Atlanta Fed maintains a robust 3.1% Q1 growth projection.

Note about format:

To make this podcast as informative as possible, I am going to discuss three different macroeconomic metrics or ratios each day, with a theme dedicated to each day of the week as follows:

Mondays: Debt & Financial Conditions Day.

Theme: Liquidity & Stress

Reason: Why Monday? It frames systemic risk before the trading week develops.

Tuesdays: Inflation & Real Rates Day.

Theme: Purchasing Power & Discount Rates

Reason: Crypto is highly sensitive to real yields. When real yields rise, risk assets struggle.

Wednesdays: Growth & Activity Day.

Theme: Is the Economy Accelerating or Decelerating?

Reason: Crypto behaves differently in: Early expansion Late expansion Contraction Growth context prevents narrative mistakes.

Thursdays: Liquidity & Fed Day.

Theme: Monetary Flow

Reason: Crypto trades like a liquidity asset. Balance sheet contraction matters more than GDP in many cases.

Fridays: Global & Dollar Day.

Theme: External Flows

Reason: Strong dollar regimes historically pressure crypto.

I hope it adds value for listeners.

Enjoy!

Guy

Hedge funds exit ETFs as BTC slides towards $60k, the Fed moves to end "de-banking," and fiscal interest consumes 19% of federal revenue.

SCOTUS strikes down tariff policies as Bitcoin slides 5% below $65K, Senator Warren targets "crypto bailouts," and fiscal strain velocity hits 15% of federal revenue.

Elizabeth Warren fires an anti-bailout salvo at the Treasury, CME Group targets a 24/7 futures pivot, and Ethereum whales face mounting pressure as unrealized profits slip into the red.

SEC faces Congressional scrutiny over shift toward "sensible regulation;" UAE’s sovereign mining efforts reveal massive unrealized profits; and DeFi protocol Moonwell navigates $1.8M oracle exploit.

Betting market ETFs filed targeting 2028 election, Bitcoin hovers near $67k as K33 Research identifies a late-stage bear market bottom, and DeFi protocol Moonwell suffers a $1.8 million oracle exploit.

MicroStrategy’s dip-buy conviction, the SEC’s "Project Crypto" bridge, and Bitcoin’s quantum shadow.

"Project Crypto" returns to D.C., Vietnam’s boom turns to bust, and Bitcoin battles the $68k resistance.

Bithumb’s billion-dollar fallout lingers, Coinbase defies a $666M loss with a "dip-buy" rally, and Robinhood leaps into the Layer-2 fray.