Everything on Macro Economics

Secular declines in oil demand due to energy alternatives are structurally disinflationary, neutralizing geopolitical price shocks long-term.

Impact: Removes a persistent inflationary threat, allowing central banks to maintain accommodative stances without compromising price stability.

— from Macro Favorability, AI Digestion, and Crypto Infrastructure Shifts · The Milk Road Show· Jul 16, 2026

Bitcoin's share of global capital has retraced over 50% from its purchasing power peak, revealing a deeper discount than USD price action alone suggests.

Impact: Offers a more accurate valuation framework by adjusting for fiat debasement and global liquidity expansion.

— from Bitcoin Accumulation Strategy: Confluence, Cycles, and DCA · The Milk Road Show· Jul 14, 2026