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Insights · Macro Analysis

Everything on Macro Analysis

1 insight · 1 episode

  1. The four-year crypto cycle is likely a spurious correlation with macro business cycles. Treasury refinancing and Fed policy are the true drivers of Bitcoin’s valuation.

    Impact: Investors should adopt macro-liquidity-driven models rather than calendar-based predictions to improve forecasting accuracy.

    — from Crypto Volatility Squeeze and Macro Liquidity Shifts · The Milk Road Show· Aug 24, 2026