March 2026

OpinionYour Pension Fund Owns Bitcoin Now

Roughly 600 institutional investors disclosed Bitcoin ETF positions in their most recent 13F filings. Among them: state pension funds, sovereign wealth vehicles, and the retirement systems of teachers, firefighters, and government employees. Millions of people now have Bitcoin exposure without knowing it.

PoliticsSeoul, Tokyo, Delhi - Three Regulators, One Race

Asia's three largest non-Chinese crypto markets are writing their rulebooks simultaneously - and reaching wildly different conclusions. South Korea bans leverage trading. Japan cuts crypto taxes to 20%. India quietly unbans exchanges while keeping its 30% flat tax. The regulatory arbitrage is just beginning.

MacroQ1 2026 Macro Scorecard: The Liquidity Pivot Nobody Expected

Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.

BitcoinBitcoin's Brutal Q1: From $94K to $69K

Bitcoin entered 2026 at $94K and exits Q1 at $69K. A 27% drawdown that reshuffled holders, stress-tested miners, and revealed institutional conviction vs retail retreat.

MacroGlobal M2 Is Expanding Again: What It Means for Bitcoin

Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory - and it's running again.

PoliticsCFTC Wants Perpetual Futures Back Onshore - and It Might Actually Happen

CFTC Chairman Selig moves to bring crypto perpetual futures - a $100B daily market that exists almost entirely offshore - back to regulated US exchanges.

MacroIran Ceasefire, Crashing Oil, and a Bitcoin Rally Built on Sand

Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?

PoliticsSEC Safe Harbor: Atkins' Framework Could Rewrite Token Fundraising

SEC Chairman Atkins outlined a three-path safe harbor giving crypto projects up to four years before full securities regulation. The biggest change since Howey.

MacroHot PPI, Cold Reality: Why Rate Cuts May Be Dead for 2026

February PPI surged 0.7% MoM - more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.

BitcoinBitcoin at $69K: Testing the 1-Year Low as Q2 Approaches

Bitcoin retests $69,000 - the exact 2021 all-time high. What was once the ceiling is now the floor. If it holds, the macro structure survives.

OpinionLightning Is Fast, But Is It Private?

Controlling just 2% of Lightning nodes is enough to deanonymize payments. As adoption accelerates, Lightning's privacy model deserves honest scrutiny.

PoliticsThe CLARITY Act Could Give Crypto Its First Real Rulebook

A bipartisan deal on stablecoin yield could deliver crypto's first market structure law. Senate Banking Committee markup targeted for late April.