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Featured

Resilience Test | Oil Holds | Liquidity Still Tight

Mar 4, 2026

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11 min read

Resilience Test | Oil Holds | Liquidity Still Tight

Bitcoin rallies toward $72K as oil-driven inflation keeps central banks cautious, U.S. shale refuses to ramp supply, and the market begins a slower digestion of the Iran conflict.

Relative Strength Test | ETF Flows Hold | Governance Frictions Build

Mar 3, 2026

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9 min read

Relative Strength Test | ETF Flows Hold | Governance Frictions Build

Bitcoin stabilizes as equities slide, ETF inflows extend, miners loosen HODL posture, DAO tensions rise, and Washington’s stablecoin fight becomes the real policy gate.

Dollar Bids | Oil Tests $80 | Liquidity Tightens

Mar 3, 2026

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11 min read

Dollar Bids | Oil Tests $80 | Liquidity Tightens

Tanker rates explode, crude pushes higher, the dollar reclaims safe-haven status, credit shows strain, and Bitcoin slips back into correlation.

Oil Sets the Terms | Bonds Break 4% | Markets Test Duration

Mar 2, 2026

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11 min read

Oil Sets the Terms | Bonds Break 4% | Markets Test Duration

Crude jumps, the 10-year surges back above 4%, equities stabilize into the close, and Bitcoin’s bounce looks more mechanical than structural.

Oil Shock | Always-On Liquidity | Flows Split by Region

Mar 2, 2026

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11 min read

Oil Shock | Always-On Liquidity | Flows Split by Region

Bitcoin whipsaws on Iran headlines, perps price risk before Wall Street opens, and ETF demand is now a geography story.

The Data Gauntlet and the $70K Question

Mar 1, 2026

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11 min read

The Data Gauntlet and the $70K Question

Jobs, services, and retail all hit at once. Broadcom reports. Costco reports. Bitcoin sits under resistance. The bond market decides what sticks and Oil, rates, and positioning now hinge on Tehran.

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