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federal-reserve

A collection of 2 posts
The 2007 Number
issue-02

The 2007 Number

The 30-year Treasury yield hit 5.197% on May 20. Its highest since July 2007. What that number means for Bitcoin, and why bond market volatility is the variable that matters most right now. The equity market is calm. The VIX sits at 15.32. By that measure, this is
31 May 2026 2 min read
The CPI Print That Broke the Rally
Issue 01

The CPI Print That Broke the Rally

April inflation data forced Fed funds futures to reprice from rate cuts toward rate hikes. The macro environment for Bitcoin is now restrictive, not accommodative.
23 May 2026 4 min read
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