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2026-04-01 · macro — Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is - and isn't - in a crisis.
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2026-03-29 · macro — Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory - and it's running again.
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2026-03-27 · macro — Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?
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2026-03-25 · macro — Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.