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Featured

Range Holds | ETF Drain | Structural Reset

Feb 20, 2026

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10 min read

Range Holds | ETF Drain | Structural Reset

GDP cools. PCE firms. ETFs bleed. Bitcoin stabilizes, but liquidity has not returned.

Credit Cracks | Policy Friction | Infrastructure Pull

Feb 19, 2026

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9 min read

Credit Cracks | Policy Friction | Infrastructure Pull

A lender freezes. The Fed dismisses. The White House negotiates.Crypto is being tested from the outside, not the inside.

Liquidity Compresses | Bitcoin Absorbs | Altcoins Fade

Feb 19, 2026

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10 min read

Liquidity Compresses | Bitcoin Absorbs | Altcoins Fade

Dominance is rising. Volume is concentrating.In a bear phase, capital does not rotate. It consolidates.

Mechanical Ceilings | Sticky Yields | Selective Risk

Feb 18, 2026

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11 min read

Mechanical Ceilings | Sticky Yields | Selective Risk

Whales are absorbing supply, but break-even sellers cap momentum.With oil firm, yields steady, and the Fed patient, crypto negotiates, it does not lead.

Selective Liquidity | Staking Friction | Infrastructure First

Feb 18, 2026

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11 min read

Selective Liquidity | Staking Friction | Infrastructure First

Liquidity is present. It is not generous. Crypto is competing, not leading.

Weak Demand | Infrastructure Absorption | Conditional Sponsorship

Feb 17, 2026

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10 min read

Weak Demand | Infrastructure Absorption | Conditional Sponsorship

Liquidity is intact. Capital is selective. Crypto is downstream.

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