354 Articles 4 Followers
3 Jul 2026 14 minute read 0 comments Heath Muchena
The AI bubble debate often measures stocks, Bitcoin and crypto against the U.S. dollar without first asking how much the dollar itself has been diluted. This guide explains the denominator illusion, the true debasement rate, why equities look differe...
1 Jul 2026 16 minute read 1 comment Heath Muchena
How Warsh, Lagarde, AI, debt and shadow leverage could define the next macro regime The most important macro story of 2026 is not simply whether the Federal Reserve cuts, holds or hikes. It is that the operating system of central banking is being rew...
18 Jun 2026 4 minute read 0 comments Muhammad Rizqi Musthofa Maruf
Geopolitical dynamics just took a massive turn and the entire commodity market is feeling the aftershocks right now. For anyone closely watching the crucial shipping lanes around the Strait of hormuz, the sudden drop in tension is the main talking po...
17 Jun 2026 3 minute read 0 comments Muhammad Rizqi Musthofa Maruf
Lately, the global macro scene has been getting wild, and if you are tracking the big money flow, you can see that world central banks are making massive structural moves. According to recent reports on CNBC, these major institutions are aggressivel...
11 Jun 2026 4 minute read 0 comments Muhammad Rizqi Musthofa Maruf
The financial ecosystem across Southeast Asia is currently navigating an intense shift in capital allocation, deeply dividing global market sentiments. A dominant market narrative, widely discussed as Sell Indonesia, has taken center stage across int...
7 Jun 2026 1 minute read 0 comments Muhammad Rizqi Musthofa Maruf
The crypto space is currently electrified by a massive wave of news. Word on the street is that President Trump intends to sign a bill regarding crypto market structure while standing alongside world leaders. Naturally many market participants are in...
21 May 2026 4 minute read 1 comment FKlivestolearn
Government bond yields across the US, UK, and Japan are climbing sharply as markets fear a renewed era of monetary tightening. Global government bond markets are sending an unmistakable warning signal. From Washington to London to Tokyo, investors ar...
7 May 2026 19 minute read 1 comment Heath Muchena
Quick summary Borrowing against Bitcoin and crypto in 2026 is a mature, institutional-grade financial operation available to retail users through both centralised exchanges and decentralised protocols. The core thesis: you can access significant liqu...
3 May 2026 4 minute read 3 comments Heath Muchena
The next crypto cycle may not be driven by memes, halvings or another retail mania. It may be driven by something far larger: the collision between artificial intelligence and a debt-based monetary system. The mainstream story says AI is deflationary...
29 Apr 2026 3 minute read 0 comments Heath Muchena
A pause on rates reveals less about control, and more about constraint The Federal Reserve has chosen to wait. Interest rates remain on hold, officials signal patience, and the public message is one of balance. Inflation has cooled from its peak, the...
