The Morning Note · 5 min read
Higher Yields, Higher Bitcoin
Despite rate hikes and 18-year high real yields, Bitcoin holds strong as markets reprice sovereign risk.
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Our Insights
The Morning Note · 5 min read
The Setup Into Yesterday's Hike Matters More Than the Hike Itself
Bitcoin entered the Fed's 25 basis point hike already correcting. Why that setup, not the announcement itself, has historically shaped what follows.
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The Morning Note · 4 min read
Hikes Are Back. Bitcoin Didn't Flinch.
The Fed lifted rates 25 basis points to 3.75% to 4.00%. Stocks and gold sold off but Bitcoin closed green. Plus the Bank of Japan and the 10-year yield.
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The Morning Note · 4 min read
The CLARITY Act Just Got Blocked. Here's What Actually Happened, and What Didn't.
The Senate cloture vote on the CLARITY Act failed to reach 60. What the vote was, why the timing hurts, and why US crypto regulation keeps moving anyway.
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Daily Morning Note
The Morning Note5 mins
Higher Yields, Higher Bitcoin
· Stormrake
The Morning Note5 mins
The Setup Into Yesterday's Hike Matters More Than the Hike Itself
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The Morning Note4 mins
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