Bitcoin Global Macro

Bitcoin Global Macro

Analyzing the latest macro insights and investment ideas in the digital asset space.


China is Shaking While Bitcoin Continues to Gain Institutional Ground

6 Feb 2024 2 minute read 0 comments ulriklykke

China's economic challenges intensified at the beginning of this week, with the CSI 1000 index experiencing a decline of over 15% in the past five days. As highlighted in one of my recent letters, China's economy has been grappling with headwinds, wh...

Fed Holds Firm on Rates Amid Banking Jitters: Bitcoin's New Bull Run on the Horizon?

1 Feb 2024 3 minute read 2 comments ulriklykke

The U.S. Federal Reserve maintained interest rates between 5.25% and 5.5% yesterday, aligning with the widespread market predictions. During his speech, Fed Chair, Jerome Powell, also managed to reduce market expectations of any rate cuts to happen i...

Bitcoin - What Happens After the ETFs?

25 Jan 2024 5 minute read 0 comments ulriklykke

The three major stock indexes in the U.S. – the S&P 500, Nasdaq, and the Dow Jones Industrial Average – have all notched new all-time highs this week. This rally is happening despite growing pessimism towards the likelihood of rate cuts in the near f...

List of Bitcoin Price Projections 2024: Institutional Forecasts and Expert Insights

25 Jan 2024 7 minute read 0 comments ulriklykke

Despite not exhibiting the immediate bullish response many had anticipated in the wake of the Bitcoin Spot ETF approvals, Bitcoin's price has seen a remarkable surge of 100% over the past year.  However, the ETF-approvals set a precedent for Bitcoin...

Bitcoin ETFs are Live: What Now?

16 Jan 2024 2 minute read 10 comments ulriklykke

After a decade since the submission of the first Bitcoin Spot ETF application in the U.S. last week no less than 11 Bitcoin Spot ETFs were approved by the SEC!  The approval of the ETF marks one of the most monumental moments in Bitcoin's history. Th...

We Bought the Rumour - Let's Buy the News!

7 Jan 2024 3 minute read 13 comments ulriklykke

A new year is upon us, and I hope you’ve had a chance to recharge the batteries because 2024 is already looking as if it will be one where we need to pay attention! For starters, Bitcoin had a hell of an entry into the year and set a new 365-day high...

China's Economic Headwinds Deepen, Crypto Markets Take a Breather

13 Dec 2023 2 minute read 4 comments ulriklykke

China's economy is encountering strong headwinds; last week, credit rating agency Moody’s downgraded the government’s credit rating from stable to negative. As I highlighted in one of my earlier letters, the current situation confronting Beijing is p...

Stocks, Bitcoin and Gold are All Surging

5 Dec 2023 1 minute read 0 comments ulriklykke

Intriguing developments are unfolding in the global financial markets, and a clear polarisation is materialising among investors. On one hand, there are investors looking to take on risk; the S&P 500 is up 4.67% over the past month and just 5% shy of...

Major Crypto Adoption Trends of 2023

4 Dec 2023 6 minute read 0 comments ulriklykke

In this exclusive piece, we delve into the latest trends in crypto adoption to provide a concise overview of the developments over the past year as we emerge from the crypto winter. Here is a rundown of the highlights: Crypto Adoption rates dropped i...

Investors Starting to Eye Crypto

1 Dec 2023 2 minute read 1 comment ulriklykke

In Q3, the U.S. economy outpaced expectations, experiencing a robust growth with an annualised GDP growth of 5.2%.This surpassed the estimate by Dow Jones of 4.9% by a good margin, and should be good for overall sentiment in the equities markets.  Ho...