Stormrake - Insights #Stormrake

A New Era for Stormrake: Our US Journey Begins

Thu, 30 Apr 2026 11:52:49 +1000

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As April draws to a close, a new journey is about to begin. Not only does Bitcoin have the opportunity to solidify its bullish momentum, but Stormrake is officially launching in the US via our zerohash partnership.

What started as an arbitrage desk in 2017 evolved into a high touch brokerage service in 2019, born from years spent navigating a tumultuous space filled with inefficiencies. Back then, a lack of security, poor research, faceless exchanges, and negative sentiment dominated the industry. There was no human connection, and that is exactly why we built the brokerage you know today.

Fast forward to 2026, and we are now servicing over 10,000 clients. Bringing that same quality of service to the US, where over 70 million people hold digital assets, is the next logical step in our mission to deliver premium brokerage support.

Bitcoin’s Opportunity: Fear is Creeping Back In

Bitcoin is looking to achieve something it hasn’t done in nearly a year: closing a month up more than 10%. We saw price fail to push toward $80,000 over the weekend, and it has since retraced to key levels. May is historically a bullish month, and it may provide the narrative needed to finally clear the $80,000 mark.

As we mentioned recently, you do not want to be caught waiting for the narrative to hit; you want to be positioned beforehand. This recent pullback has caused fear to creep back into the market. The Bitcoin Fear & Greed Index was in neutral territory at 47 just a few days ago, but it has now dropped to 26, a fearful reading.

This is telling. A small pullback has many investors hesitant, but those with conviction are taking advantage of the pessimism. They are “cutting the line,” securing discounted Bitcoin before the hesitant participants are forced to buy back in at higher prices later.

Stormrake Spotlight: Pax Gold (PAXG) ($4,546)

PAXG is continuing to push deeper into the demand zone, losing nearly 1% over the last 24 hours. The 200 exponential moving average is currently providing support at $4,527, but it is unlikely this will hold given the current strength of the bears.

BTC/USD Key Levels and Price Action:

The bears are taking full advantage of their momentum, sending Bitcoin lower. Price is now below $76,000 and is approaching a level of concern for the bulls. The highlighted zone sits just below $75,000. If Bitcoin enters this area and falls below it, the bears will have regained control of the short term market structure.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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No Advice Warning

The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

Stormrake is not a financial adviser and does not provide financial product advice. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Stormrake is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by this newsletter.

Disclaimer

All statements made in this newsletter are made in good faith and we believe they are accurate and reliable. Stormrake does not give any warranty as to the accuracy, reliability or completeness of information that is contained here, except insofar as any liability under statute cannot be excluded. Stormrake, its directors, employees and their representatives do not accept any liability for any error or omission in this newsletter or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided in this newsletter is owned by Stormrake. You may not alter or modify this information in any way, including the removal of this copyright notice.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. When you enable Stormrake's digital asset services, you must also agree to the Zero Hash LLC and Zero Hash Liquidity Services LLC terms and conditions and enable your Zero Hash account. Cryptocurrency assets are held and custodied by Zero Hash LLC, not Stormrake IA Pty Ltd. Services may not be available in all states. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation or Securities Investor Protection Corporation coverage. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

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The Natural Flow: Why Retail is Missing the Bitcoin Discount

Wed, 29 Apr 2026 13:54:43 +1000

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Retail interest is beginning to creep back into the market, though it hasn’t quite reached Bitcoin just yet. Bitcoin currently sits roughly 5% below its recent local peak, yet it remains up 27% from the lows set in mid-March. This recovery has been largely driven by smart money accumulation during periods of extreme fear.

While traditional markets seem to be rallying to new highs daily, Bitcoin can appear forgotten. To put things into perspective, during the height of the Middle East conflict, Bitcoin was down over 50% from its all-time high, whereas the S&P 500 dropped less than 10%.

The current strength in the S&P 500 is fueled by the AI narrative, which has sparked extreme bullishness among retail investors. Data from The Kobeissi Letter highlights this shift:

Record Options Trading: Daily net call option purchases by retail investors have hit ~9 million contracts, the highest level since November 2025.
Aggressive Betting: This represents a 350% increase in retail “calls” (bets on higher prices) since the late-March low.
Historic Surge: This is the largest monthly increase in retail option buying seen in at least two years.
Euphoria: Retail sentiment is currently 33% higher than the average levels seen throughout 2024 and 2025.

The current dynamic is clear: smart money is focused on Bitcoin at discounted levels, while retail is flocking to traditional stocks that are already at or near all-time highs. This is the natural flow of markets. Smart money positions itself before the narrative goes mainstream.

Don’t wait for the Bitcoin narrative to arrive. By the time it does, price will likely be well above the key $80,000 level. Remember smart money isn’t defined by the amount of dollars in your bank account or assets you hold, it is a mindset. Ensure you adopt this mindset, your future self will thank you.

Stormrake Spotlight: Pax Gold (PAXG) ($4,585)

As expected, PAXG has fallen back to the demand zone after losing 2% over the last 24 hours. The bulls must step in here; if this zone fails to hold, we could see PAXG trade sub $4,000 over the coming weeks.

BTC/USD Key Levels and Price Action:

Bitcoin is down over 1.3% over the last 24 hours as it has fallen below all moving averages, giving the bears further control of momentum. Despite this, there is no immediate concern for the overarching bullish structure as long as BTC remains above $75,000.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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Leaving the Casino: Why Bitcoin and Vegas Don't Mix

Tue, 28 Apr 2026 13:24:45 +1000

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What comes to mind when you read ‘Las Vegas’? Casinos? Gambling? Partying? Famous concerts? Entertainment? All would be correct. It is a destination where people seek a thrill and short term entertainment and fun with the likelihood of losing money being high.

What would Vegas have in relation to Bitcoin or the crypto space? Well, maybe the only thing for Bitcoin is that Las Vegas hosts the biggest Bitcoin conference in the world. Stormrake is not only attending but has a booth there to announce the launch of Stormrake in the US. If you happen to be in the area and need a break from the tables, head on down.

While Las Vegas shares many similarities with some of the other parts of the crypto space, many participants that are new to the space often shy away from Bitcoin and attempt to outperform and make a quick buck by ‘investing’ into an altcoin, or even memecoins. This is a very similar mindset to those who attend Vegas. Those who have been in the space for a while will recall the Solana Memecoin Casino which saw the arrival and quicker departure of many first time participants chasing the elusive task of turning $100 into $100k.

While Vegas may be fun and share some similarities to the crypto space, there is a reason people say to only do short trips to Vegas, or even to just do it once. The same should be said with altcoins; the lucky ones will only need to do it once to learn not to do it again and stick with Bitcoin.

Aside from the aforementioned Bitcoin conference, there are no real similarities with Vegas and Bitcoin. Bitcoin requires patience, discipline, and conviction. Most will find it boring waiting for the long term investment to pan out, all of which are traits not found in Vegas.

Whether you are navigating the noise of the “altcoin casino” or building a long term position in Bitcoin, having a clear strategy is essential. If you are ready to move beyond the gamble and secure your financial future, reach out to the Stormrake team today.

Stormrake Spotlight: Pax Gold (PAXG) ($4,679)

A nothing day for PAXG, moving just 0.14% from the daily open. The bears still have full control of PAXG as they look to push price back to the demand zone below.

BTC/USD Key Levels and Price Action:

Bitcoin reached a high at $79.5k yesterday but has since fallen 3% since that high and now fallen below the moving averages. The bears have reclaimed short term momentum, but the bulls are in control of the structure and higher term momentum. This should be viewed as a pullback to accumulate before the likely next leg higher.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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Give me Liberty or give me Bitcoin

Tue, 28 Apr 2026 13:21:05 +1000

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The United States was forged in the fire of rebellion against a regime that demanded total compliance while offering zero representation. It was a movement that prioritised individual autonomy over centralised edicts; a shift that allowed a new empire to rise and eventually topple the very establishment it fled.

Today, we are witnessing a similar regime change occurring within the traditional financial world. Bitcoin is the digital embodiment of that historical pivot, providing the tools for participants to achieve true financial freedom themselves rather than waiting for a government to save them.

For centuries, established financial powers have acted as gatekeepers of wealth, deciding who can participate and at what cost. This systemic control is the very reason Bitcoin was created in the first place. Patrick Henry in the 1700’s famously declared, “Give me liberty or give me death,” but in the modern era of digital enclosure and currency debasement, perhaps a more fitting sentiment would be “Give me liberty or give me Bitcoin.” Yes - it’s a play on a revolutionary classic, yet it carries a profound truth. Without financial sovereignty, true liberty remains an illusion in a world of perpetual inflation.

The Digital “Don’t Tread on Me”

The principle of “Don’t tread on me” is woven into the very fabric of the Bitcoin code. It is a system designed to be unseizable and censorship resistant; a financial fortress that requires no master and answers to no king. When you hold your own keys, you are effectively declaring your independence from a system that has long relied on capital controls and dystopian oversight to maintain its grip. Bitcoin’s inherent scarcity and diminishing supply pool via halving cycles demonstrate that code based sovereignty will always outlast the recklessness of government fiscal policy.

Lady Liberty has stood as a symbol of the free world for generations, holding a flame that lights the way for the ambitious. In the 21st century, that flame is Bitcoin. It is ready to set the traditional notions of capital controls, oligarchies, and ‘big brother’ dystopian control ablaze. Bitcoin is the Phoenix rising from the ashes of a failing fiat regime; destined to fly high with the bald eagles, free and soaring in the skies above.

Stormrake Spotlight: Pax Gold (PAXG) ($4,680)

As the bears maintain control, PAXG appears to be flipping into the demand zone. While $4,600 is a good first touch of support, deeper liquidity resides around $4,500 where the Moving Average 200 level currently sits. If bulls are to come in and defend, this is where it’ll likely take place.

BTC/USD Key Levels and Price Action:

Bulls over the weekend have attempted to break above the $80,000 psychological threshold, however profit-taking came in at the top of local resistance levels once again, seeing Bitcoin currently sitting at the aforementioned $78,330 resistance. Decision time is soon approaching, any bullish uptick in momentum here will surely come with size if so.

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*All prices are denominated in USD unless stated otherwise*

Written by James Ryan

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No Advice Warning

The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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The Market is Numb: Resilience Amidst Geopolitical Noise

Fri, 24 Apr 2026 13:35:45 +1000

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Geopolitical conflicts inherently bring volatility through sudden news and announcements. This is especially true in the current climate, where a single social media post from the US President has the power to shake global markets. However, as the conflict in the Middle East continues, a familiar pattern is emerging: markets and investors are becoming numb to the headlines.

We are now nearly two months on from the start of the conflict. For risk-on markets and Bitcoin, the most aggressive sell-off occurred on the very first day. Since then, the market has faced numerous headwinds: closures and reopenings of the Strait of Hormuz, failed ceasefire discussions, and broader regional impacts. Despite these theoretically bearish developments, markets have continued to shrug off negative news and push higher. Each subsequent “bad” headline has resulted in a shallower drawdown for Bitcoin, while every bounce has inched price further up the chart.

This resilience is a clear sign of markets moving past the conflict and looking forward. Bitcoin has rallied 30% from the lows established when the conflict began, and the S&P 500 has returned to all-time highs following a sustained winning streak.

This scenario mirrors the market reaction to the tariff standoffs earlier in the Trump administration. The most violent reaction occurred on Liberation Day in early April, but subsequent tariff threats and social media posts lost their impact as markets continued to climb toward new all-time highs.

The lesson for investors is to take a cue from the market itself: become numb to the noise and the emotions it triggers. The most successful investors are those who remove emotion from the task of investing. Smart money understands the long-term fundamental appeal of Bitcoin and refuses to be spooked by short-term geopolitical turbulence. Those who maintain a disciplined plan and filter out the noise are consistently the ones who find success.

Stormrake Spotlight: Pax Gold (PAXG) ($4,687)

PAXG has printed another red day as it prepares to retest the top of the downside zone. While a successful hold here could spark a bounce, the bears currently maintain firm control and downward momentum, which will likely push PAXG deeper into the demand zone.

BTC/USD Key Levels and Price Action:

It has been a relatively flat session for Bitcoin, with price spending the last 24 hours consolidating above the moving averages as support holds. The bulls remain in firm control of the market structure and are now looking to push Bitcoin toward the $80,000 mark on this next leg higher.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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"I'm Not Ready for It to Go Up Yet"

Thu, 23 Apr 2026 10:51:42 +1000

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You have had the opportunity to purchase Bitcoin at a minimum 40% discount for nearly three months, including a window to accumulate at a 50% discount. Now, as Bitcoin knocks on the door of $80,000 for the first time since the end of January, that window of extreme pessimism is beginning to close.

Are you still sidelined? If so, why? Is it greed, fear, or a lack of strategy?. Many investors are waiting for lower prices to secure a “perfect” entry, but history shows that bottoms are processes built on exhaustion, disbelief, and time, not single candles. In the long run, the difference between $75,000 and $60,000 may seem significant, but it is fundamentally no different from the choice between buying at $25,000 or $20,000 in previous cycles. Looking back, those who bought when Bitcoin reversed from its lows did not regret missing the absolute bottom; however, those who stayed sidelined waiting for one more retrace often missed a generational entry entirely.

We have seen this play out before. In 2022, many believed Bitcoin would fall below $12,000, and during the COVID crash, expectations for sub-$1,000 prices were widespread. Those who accepted the possibility of further downside and focused on long term upside are now sitting on generational positions. Conviction is built during periods of deep drawdown and macro uncertainty, not at euphoric highs.

Smart money recognises value when it is present and has the discipline to act while the majority remains frozen by uncertainty. As we have stressed, the most crucial requirement is a clear strategy. While many expect Bitcoin to fall back below $60,000, there is a possibility that the bottom is already behind us, as the market begins to transition from reactive to strategic capital.

Bitcoin has recently begun to ignore bearish news from the Middle East, such as the disruption in the Strait of Hormuz, and has started to rally despite negative headlines. In a true bear market, any excuse to sell off is taken; yet now, we are seeing supply being absorbed rather than forced out. This shift suggests a regime change where Bitcoin is no longer behaving purely as a speculative risk asset but is emerging as a neutral settlement layer in global energy markets.

There is always a chance we could go lower, but the question remains: if Bitcoin has indeed bottomed, are you ready for it?.

Stormrake Spotlight: Pax Gold (PAXG) ($4,714)

A small red day for PAXG yesterday but another red day on the back of failing to break above the moving averages. The bears continue to build and look to send it back to the downside zone.

BTC/USD Key Levels and Price Action:

Bitcoin’s bullish momentum has carried it higher as it is up nearly 3% over the last 24 hours and approaching $80,000. It is using the 21 exponential moving average as support as it moves higher. We can expect a bounce from this level again as we push to $80,000.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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Be Different

Wed, 22 Apr 2026 12:10:02 +1000

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Every investor has heard the maxim to be greedy when others are fearful, but few actually recognize what fear looks like when it manifests as a consensus. In the current climate, we are witnessing a peculiar psychological shift where the majority of market participants have convinced themselves that lower prices are a certainty. Recent data from Kalshi highlights this bearish outlook, with 52% of participants expecting Bitcoin to fall below $60k, while over a third believe a drop below $50k is imminent.

This collective wait for a “better entry” is actually a form of hidden greed. By staying sidelined in anticipation of a perfect bottom, investors are betting against a market that has a historic habit of doing exactly what the masses least expect. We have previously discussed the “penguin” analogy: most will follow the flock off the ledge, but true conviction requires the courage to face the mountain alone. When everyone is looking for the same exit or entry, the opportunity often disappears before the crowd can act.

Those who are accumulating now and moving against the crowd have already distinguished the difference between price and value. They understand the fundamental reasons as to why Bitcoin is the parachute as discussed yesterday. It is just logic: if most retail participants think Bitcoin is going back below $60k, then the smart money will place their orders above that level and bid up the discounted Bitcoin, leaving retail investors sidelined.

Waiting for the “perfect” time to pull the cord while you are already in a 40% drawdown from all-time highs is a dangerous game. History shows that those who bought during the COVID crash or the 2022 cycle low, when pessimism was at its peak, are the ones sitting on generational positions today.

The message is consistent: do not get caught sidelined. Whether you believe the bottom is in or you are holding out for lower levels, you must have a strategy to accumulate at current discounts. Bitcoin at $75k offers no guarantees against further downside, but it represents a level where on-chain metrics are rivaling historic cycle lows. If Bitcoin does not return to the $50k levels many are waiting for, the cost of being left behind far outweighs the benefit of a slightly lower entry. Conviction is built in these periods of extreme pessimism, not during the euphoric rallies toward $126k and beyond.

Stormrake Spotlight: Pax Gold (PAXG) ($4,722)

PAXG has lost nearly 2% over the last 24 hours and has once again failed to stay above the moving averages. The bears are continuing to defend their momentum as the downside is still favoured until a sustained breakout occurs.

BTC/USD Key Levels and Price Action:

Bitcoin although having a very flat day, it is successfully holding above moving averages to maintain its bearish momentum and posture. It is slow and steady progress, but the next breakout target would be $80k if the previous high of $78k can be broken.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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Currency vs. Money: Escaping the Burning Plane

Wed, 22 Apr 2026 11:57:23 +1000

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In yesterday’s note, we discussed the sobering projection for Australian inflation to hit 6% in 2026. This isn’t just a headline statistic - it represents a violent erosion of the purchasing power of the AUD. To understand why this is happening, we must distinguish the difference between “currency” versus “money.” Most people store their life’s work in currency, assuming it is a stable vessel, but the reality of the current financial system suggests otherwise.

Currency is a medium of exchange that can be printed out of thin air. It has no intrinsic backing beyond the collective belief that a government will maintain its value. As we have seen throughout history, that belief is often misplaced. In contrast, “real money” refers to assets like Bitcoin and Precious Metals. These assets cannot be inflated away at the whim of a central committee.

The Terminal Velocity of Fiat

Here’s an analogy to remember: You’re in a burning plane, and all the Fiat currencies around you are nosediving out of the plane without a parachute. Some, like the US Dollar, may appear to be falling slower than their counterparts, but they’re all subject to the same laws of economic gravity. Ultimately, they all hit the ground at terminal velocity sooner or later.

In this scenario, Bitcoin is your parachute. While currency is subject to indefinite expansion, Bitcoin has a strictly fixed supply. It retains its purchasing power throughout each and every market cycle, regardless of the short term volatility seen in denominated currency prices. When you hold a sovereign asset, you are no longer a passenger on that burning plane.

The Futile Measuring Stick

We are rapidly approaching a shift in how we perceive value. There’ll come a point in time where pricing Bitcoin against government-printed currencies becomes a futile exercise. When the measuring stick itself is shrinking, it becomes a useless tool for determining length. Consider this ratio: if one Bitcoin buys you a house in full, but a simple loaf of bread at the grocery store costs $100, the purchasing power of said dollar has become obsolete. In that world, the dollar price of Bitcoin might look astronomical, but that is simply a reflection of the currency’s collapse. The true value is found in the fact that one Bitcoin still equals one house.

Securing Financial Sovereignty

Ownership of currency is merely a claim on a centralised balance sheet, subject to permissions and debasement. Ownership of Bitcoin is true private property. As the “K shaped” divergence between asset prices and the real economy widens, the distinction between holding currency and holding money will become the difference between financial survival and systemic erasure. Don’t wait for the plane to reach the tree line before checking your gear.

Stormrake Spotlight: Pax Gold (PAXG) ($4,817)

The $4,800 level is being actively claimed by the bulls as of this morning. If buying volume and momentum persists throughout the day, $5,000 may appear quickly as FOMO starts to kick-in from sidelined market participants piling on that missed the $4.1K low buying opportunity from late-March.

BTC/USD Key Levels and Price Action:

Bitcoin is up 2.88% for the day, continuing the bounce higher off the high timeframe support from early 2024. Whilst the Moving Average 20 and 50 are currently signalling a bullish cross-over, a sustained move pushing past the $78,330 high from the weekend is needed to happen on this move in order to defend its short-term bullish stance.

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*All prices are denominated in USD unless stated otherwise*

Written by James Ryan

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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The Australian Life Raft: Navigating the 2026 Inflation Surge

Mon, 20 Apr 2026 13:37:31 +1000

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We have been discussing the downfall of the US dollar for a long time, but something more close to home for the majority of our readers would be the Australian dollar. The struggles we face when dealing with the AUD in terms of its weakness when travelling to places like the US or Europe are easy to feel; you physically swap your currency and lose nearly half of the value instantly.

But inflation is a bit harder to measure. You do not swap $100 AUD and receive $X. Your $100 will remain at $100, but everything else is increasing in price. Now, the Bank of Canada expects Australian inflation to reach 6% this year.

Now the question for everyday Australians: what to do with your money? Inflation is estimated to reach 6%, and you would struggle to find a bank that offers close to 6% on a savings account, so keeping money in the bank will not cover the loss of purchasing power due to inflation. Over the last 5 years, the ASX 200 has returned just under 9%. Over the last 5 years, the average Australian superfund has returned 7.5%.

Bitcoin is the escape route, not necessarily for the 5-year return, but for all the reasons the US is failing. The Aussie dollar is mimicking it but does not have the lifeline of being the current world’s reserve currency. At the end of the day, all fiat currency is the same.

Bitcoin is the life raft because it is the only global asset class that exists outside of this debt-based spiral. While central banks continue to devalue labour by expanding the money supply, Bitcoin remains fixed at 21 million coins. It cannot be diluted by government policy or managed by a central authority that is attempting to inflate away national debt.

The structural shift we are witnessing in 2026 suggests that Bitcoin is evolving from a speculative asset into a neutral settlement layer and a legitimate global reserve. It offers instant mobility and self-custody in an environment where traditional financial infrastructure is becoming increasingly strained. For many, Bitcoin represents a tool for financial autonomy in an increasingly transparent and controlled financial system.

History shows that windows of opportunity in bear markets often close sooner than expected. With global liquidity returning and Bitcoin showing resilience during recent macro shocks, observing how capital behaves under pressure is more important than ever.

Stormrake Spotlight: Pax Gold (PAXG) ($4,756)

The bears are putting up a final stand to stop the bulls from reclaiming the momentum and to prevent a bullish crossover of the moving averages from occurring. The bulls must reclaim $4,800 and push higher; otherwise, the bears will have successfully defended this attempt higher.

BTC/USD Key Levels and Price Action:

Bitcoin is down 6% from its high that we saw on Saturday morning and now looks to retest the key support at $73.7k. The bears have reclaimed the short-term momentum following this pullback, but as long as the bulls can maintain the support at this key level, it should be of no concern.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.

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Evolve or Get Left Behind

Fri, 17 Apr 2026 11:39:21 +1000

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The global financial landscape is currently undergoing a structural reset. While traditional markets grapple with geopolitical uncertainty and the erosion of purchasing power, a new era of wealth is defining itself through sovereignty and 24/7 accessibility. This morning, we examine the historical shifts in how we define, store, and trade value, and why the current transition to digital assets represents a generational inflection point.

Evolution of Money

The history of money is a story of constant adaptation. From seashells and tulips to the established dominance of gold and silver, humanity has always sought the most efficient way to communicate value. While fiat currency has been the modern standard, we are now witnessing the next leap in this lineage: Bitcoin. This is no longer just a retail experiment; institutions and nations are actively moving away from the traditional fiat system. Bitcoin is emerging as a neutral settlement layer in global energy markets, with major players now utilizing it to settle transactions in a global, permissionless manner.

Evolution of Value

As fiat currencies continue to inflate in supply, the purchasing power of global citizens is being systematically eroded. For thousands of years, gold served as the primary defence against this devaluation due to its proven history as a store of value. However, the digital age demands more. Bitcoin not only shares the scarcity and resistance to replication found in gold, but it offers portability, instant mobility, and self custody that physical metals cannot match. This is why major players are now establishing strategic Bitcoin reserves, viewing it as the only real candidate for the next global reserve currency.

Evolution of Trading

Our trading infrastructure is also undergoing a radical transformation, moving from paper IOUs and the rigid, limited hours of Wall Street to a world that never sleeps. Bitcoin pioneered the 24/7 market, and now the tokenisation of traditional assets is closing the gap between old and new finance. Thanks to recent advancements and platforms like Hyperliquid, tokenised spot traditional assets and equities (including the S&P 500 and Apple) are migrating to 24/7 markets. This shift highlights a growing global demand for access that is not restricted by geography or traditional market sessions.

Times Are Evolving

The world is adapting in real time, and the majority of participants will inevitably be left behind by the speed of this transition. Moving on chain and securing a position in Bitcoin is no longer a speculative choice; it is the next logical step in economic evolution. Whether you are using Bitcoin as money, a primary savings vehicle, or simply as an exit ramp from a fracturing traditional finance system, the time to act is now. Evolve your strategy today or risk being phased out by the new financial reality.

Stormrake Spotlight: Pax Gold (PAXG) ($4,781)

PAXG continues to hold above the moving averages which is a positive sign for the bulls and their journey in reclaiming momentum. Its retest of $5,000 will depend on how it acts now and if it can hold above these levels.

BTC/USD Key Levels and Price Action:

Bitcoin is doing well despite the flat few days, it is positive consolidation above the key support levels. This looks like it is setting up for the next leg higher if we can breakout of the previous high at $76k. A successful and sustained breakout should see BTC move back to $80k.

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*All prices are denominated in USD unless stated otherwise*

Written by Alexandar Artis

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No Advice Warning

The information in this newsletter is general only. It should not be taken as constituting professional advice from the author - Stormrake PTY LTD.