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Stories tagged #MacroThesis

Every Zipp story tagged #MacroThesis, newest first.

Bitcoin vs. AI: Why BTC Still Beats Inflation

25d ago

Bitcoin vs. AI: Why BTC Still Beats Inflation

The pitch recycles a five-year-old store-of-value framing, but the macro setup that made the original thesis work has shifted under it.

S&P 500 breakout mirrors 1995 setup as crypto enters bull window

49d ago

S&P 500 breakout mirrors 1995 setup as crypto enters bull window

The post-QT setup, PMI rolling into expansion, and oil rolling over all line up the way they did when the internet rewired the economy. The 1995 analog only works if crypto's bull run finally arrives.

Crypto Capital Venture