₿THE BITCOIN SIGNAL
RESEARCH ARCHIVE

Federal Reserve.

Bitcoin, macro and markets — newest first.

TOPICSBitcoinBondsCLARITY ActCost BasisDollarEuropeFederal ReserveInflationJapanLiquidityMVRVMacroOilOn-ChainReal YieldsRegulationResearch ProcessShort-Term HoldersTreasuriesUS TreasuriesUnited StatesValuation
  1. Deep DivesMACRO

    The CLARITY Vote Meets a 5% Treasury Market

    Regulatory progress could lower Bitcoin's institutional risk premium, but a near-certain Fed hike and a 5% Treasury yield are tightening the real economy.

    MacroBitcoinRegulationCLARITY ActFederal ReserveUS Treasuries
    READ THE ANALYSIS →
  2. Deep DivesMACRO

    The Oil Shock Is Forcing a Global Rate Reset

    Oil above $100 is colliding with sticky inflation, rising Treasury yields, election-year fiscal pressure and synchronized Fed and BOJ decisions.

    MacroBitcoinLiquidityOilInflationFederal Reserve
    READ THE ANALYSIS →