Every Zipp story tagged #MacroHedge, newest first.
Senator Cynthia Lummis is linking Bitcoin directly to the US debt load, now above $39.2 trillion, as her CLARITY Act…
JPMorgan has flagged that the so-called debasement trade — the thesis that Bitcoin serves as a hedge against fiat…
BTC and gold falling together is the structural tell — when both stores of value sell off on the same rate-hike repricing, the macro-hedge thesis that carried the rally is now what's unwinding it.
The $224K is illustrative, not a forecast — it sizes the insurance premium bitcoin would carry if G20 sovereign stress priced in the way 2021's Greg Foss model assumes it eventually will.
It's not a rotation from BTC into gold — JPMorgan's Panigirtzoglou says both are losing bids in parallel, as flows rotate toward AI infrastructure and memory-chip names instead.
Cuban's thesis flip matters more than the size of the sale: he bought BTC as a geopolitical and dollar hedge, and the recent Iran tensions + USD weakness didn't deliver the divergence he expected.
Cuban's critique lands on Bitcoin's hedge framing while the price sits 38% below its $126K October peak — yet long-term holders added 200K BTC in the past month, betting on monetary optionality over…
Cuban once held ~60% of his crypto in Bitcoin and said he had 'never sold it.' The Iran-driven dollar weakness was supposed to prove the digital-gold case; instead gold rallied and Bitcoin fell.
The Bridgewater founder cited a 0.90 90-day BTC-Nasdaq correlation and the public ledger's traceability as structural reasons gold still wins the reserve-asset debate.
Bitcoin pushed to $77,000 ahead of the Federal Reserve's rate decision, with traders positioning as two macro…
Bitwise CIO Matt Hougan argues that Bitcoin's recent strength is not incidental to global market turbulence — it's a…
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