gold

2 poststagged with “gold”

MacroApr 4, 2026

The Fed's Impossible Choice: Why Stagflation Is Bitcoin's Best Bull Case

The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets — and Bitcoin is now on that list.

8 min read·federal-reserve, stagflation, bitcoin

MacroApr 1, 2026

Gold at $3,200 and Bitcoin at $69K: Why the Divergence Matters

Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is — and isn't — in a crisis.

8 min read·gold, bitcoin, safe-haven