quarterly-review

2 poststagged with “quarterly-review”

MacroMar 31, 2026

Q1 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.

10 min read·q1-2026, macro, fed

BitcoinMar 30, 2026

Bitcoin'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.

7 min read·bitcoin, q1-2026, quarterly-review