Tagged: quarterly-review
2 posts
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.