MacroCrypto

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Hayes Is Calling $750K. He Was Also Wrong Before

5 Mar 2026 2 minute read 0 comments CryptoTrendSeer

Arthur Hayes' war-driven Bitcoin thesis is historically grounded — but his track record on timing makes the $750K call harder to take at face value. Arthur Hayes doesn't do small numbers. His latest projection — Bitcoin between $500,000 and $750,000...

Bitcoin Went Up During an Active War. Let's Talk About That.

4 Mar 2026 2 minute read 0 comments CryptoTrendSeer

In the first days of US-Israel strikes on Iran, Bitcoin outperformed equities, held pace with gold, and absorbed panic selling. Here's what that actually means. Saturday night, when US and Israeli forces began striking targets across Iran, Bitcoin d...

When M2 Expands but Crypto Doesn't Follow

1 Mar 2026 1 minute read 1 comment CryptoTrendSeer

Global M2 just hit a record $135 trillion. Bitcoin is down nearly 50% from its peak. Here's what the divergence actually tells us. The M2-to-Bitcoin relationship is one of the most cited macro frameworks in crypto. The logic is clean: central banks...