Tagged: oil

BitcoinIran Just Put Bitcoin on the Hormuz Strait Toll Booth

Iran is demanding Bitcoin payment from oil tankers transiting the Strait of Hormuz. The world's most critical energy chokepoint is now a live proof-of-concept for censorship-resistant money.

MacroThe 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.

MacroTrump's Iran War Is Crushing Bitcoin - But History Says Wars Are Buying Opportunities

Bitcoin has lost 45% since its October high, with the Iran war accelerating the selloff. But every major armed conflict since Bitcoin's inception has produced a generational buying window - usually within 60 days of the first shots.

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.

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?

MacroTrump's Iran Ultimatum: $112 Oil and Bitcoin's Risk-Asset Reality

Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.

MacroFed Holds, Bitcoin Waits. Oil-Driven Inflation Changes Everything.

The Fed held at 3.50–3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% - the liquidity catalyst bulls counted on has been delayed.