₿THE BITCOIN SIGNAL
RESEARCH ARCHIVE

Japan.

Bitcoin, macro and markets — newest first.

TOPICSBitcoinBondsCLARITY ActCost BasisDollarEuropeFederal ReserveInflationJapanLiquidityMVRVMacroOilOn-ChainReal YieldsRegulationResearch ProcessShort-Term HoldersTreasuriesUS TreasuriesUnited StatesValuation
  1. Daily SignalsMACRO

    Bitcoin Rises as the Dollar and Yields Retreat

    Bitcoin’s rebound, a stronger yen and lower Treasury yields point to a short-term easing in financial conditions—but the structural bond-market problem has not disappeared.

    MacroBitcoinLiquidityDollarJapanBonds
    READ THE ANALYSIS →
  2. Deep DivesMACRO

    The Global Bond Market Is Repricing

    US Treasuries, Japanese government bonds, UK gilts and German Bunds are selling off for different reasons, but the common result is a higher global cost of capital.

    MacroBondsLiquidityUnited StatesJapanEurope
    READ THE ANALYSIS →
  3. Deep DivesMACRO

    The Dollar Squeeze Hits Bond Markets

    The Dollar Milkshake framework helps explain why a stronger dollar, changing Japanese capital flows and sovereign-bond stress can pressure Bitcoin before supporting its longer-term monetary case.

    MacroLiquidityBondsJapanDollarBitcoin
    READ THE ANALYSIS →