Every Zipp story tagged #MacroAnalysis, newest first.
A widely followed on-chain analyst reads Bitcoin as stuck under its logarithmic regression band for the rest of 2025, blaming tight monetary policy and a weak midterm cycle for risk assets.
The host frames June's slide as the back-end of a post-QT dip — 81% on SUI, 88% on DOG — and pins the next leg on PMI expansion finally ticking up to 54 rather than the four-year-cycle countdown.
A creator who's been calling the post-QT dip since January frames the sideways grind as accumulation, not mistake — citing PMI expansion, copper-gold, and the Russell 2000 as the leading indicators…
The daily close back under the band — combined with the 20-week SMA still hovering near $74K — is the classic midterm-year fake-out the cycle has produced three times running.
Cowen frames the call around a 1996-style S&P/M2 fractal that's overdue: a shallow June–July pullback first, then a larger Q3 leg lower — and Bitcoin is positioned to fall harder than equities on…
Seven-year crypto macro specialist Psychedelic reads the current pullback as a retest of broken resistance turned support, with a weekly close above $74,400 keeping the bullish structure intact and a…
Bitcoin wicked to the 200-week MA near $60K and altcoin market cap is down 56% from the 2021 peak — but both prints line up with the 2019 post-QT analog, when markets dipped before the next leg up.
Glassnode frames BTC near $81K as a $76,900–$86,900 range call: if leveraged risk-on flows hold, $86,900 breaks; if CPI at 3.8% forces the Fed higher, the post-March bid unwinds fast.
Powell tied the Fed's pause to higher energy prices pushing inflation back up, and Glassnode now has Bitcoin trading below its True Market Mean — the next move likely hinges on oil, not rates.
Headline inflation reaccelerated above the 3.6-3.7% consensus, core ticked up to 2.74%, and fed funds futures now imply no cuts in 2026 or 2027 — with rate hikes back on the table.
Four FOMC dissents — the most since 1992 — and a $138M spot ETF unwind on the same day reframed Powell's last press conference as a macro event with real cost for BTC.
Legendary macro investor Paul Tudor Jones has singled out Bitcoin as the premier inflation hedge, a notable endorsement…
After nine consecutive days of net inflows, US spot Bitcoin ETFs recorded outflows as traders trimmed exposure heading…
Three macro headwinds are converging on Bitcoin right now: unresolved Federal Reserve rate expectations, softening oil…
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