UTXOMacro

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UTXOMacro

UTXOMacro

@UTXOMacro

Bitcoin, Macro, and AI. Facts and some opinions.

USA Katılım Nisan 2026
41 Takip Edilen9 Takipçiler
UTXOMacro
UTXOMacro@UTXOMacro·
The path to rate cuts just got a lot narrower. Sticky oil + elevated yields = “higher for longer” as the base case. For those holding long-duration bonds, the math is no longer mathing..
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UTXOMacro
UTXOMacro@UTXOMacro·
BlackRock’s latest note nails it: yields jumped to ~4.56% as rate-cut pricing evaporated - nearing March 2026 highs. Oil is still well above pre-conflict levels, pouring gasoline on the global inflation fire.
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UTXOMacro
UTXOMacro@UTXOMacro·
U.S. 10-year Treasury yields climbed to ~4.56% as investors slammed the brakes on Fed rate-cut expectations. Middle East oil supply risks are keeping inflation alive and kicking. "Higher for longer" is officially back.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 President Trump says he will not let other countries replace US as the Bitcoin & crypto "capital of the world." "It is a major industry, and we must protect it."
Watcher.Guru tweet mediaWatcher.Guru tweet media
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Kalshi Crypto
Kalshi Crypto@Kalshi_Crypto·
BREAKING: Our traders forecast Bitcoin will crash to $54,000 this year
Kalshi Crypto tweet mediaKalshi Crypto tweet media
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UTXOMacro
UTXOMacro@UTXOMacro·
Bitcoin is boring (and that's ok). Down 38% from its all-time high and we’re back at $77k, a level first seen 18 months ago. Now is the time for accumulation.
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UTXOMacro retweetledi
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Elon Musk's SpaceX discloses holding 18,712 $BTC worth over $1.4 billion.
Watcher.Guru tweet mediaWatcher.Guru tweet media
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UTXOMacro
UTXOMacro@UTXOMacro·
Corporate treasuries with multi-year conviction don't sell on a bad Monday. Strategy's $2.01B purchase signals that the bid under Bitcoin is not retail. It is balance sheets. That changes the floor dynamics.
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UTXOMacro
UTXOMacro@UTXOMacro·
The divergence tells the story.. ETF outflows reflect short-term traders rotating out. Strategy and STRC shareholders)are buying the dip and these long-term holders are unlikely to sell (hard to beat 11.5%)
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UTXOMacro
UTXOMacro@UTXOMacro·
@Strategy bought 24,869 BTC for $2.01 billion on Monday. While Bitcoin ETFs shed $648 million in outflows.
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UTXOMacro
UTXOMacro@UTXOMacro·
What matters more for AI infrastructure right now: chip or energy supply?
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UTXOMacro
UTXOMacro@UTXOMacro·
10 gigawatts is not a product announcement. It is infrastructure at civilization scale. If Nvidia clears $1.70 EPS tomorrow, the compute arms race accelerates. Energy and data center capital allocation will follow. There is no ceiling in sight.
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UTXOMacro
UTXOMacro@UTXOMacro·
Nvidia reports earnings Wednesday. Analysts forecast $1.70 EPS, up 121% from $0.77 a year ago. The AI infrastructure buildout is not slowing.
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UTXOMacro
UTXOMacro@UTXOMacro·
Anthropic hits $30B ARR. 67% of Fortune 500 now running AI agents in production. Early adopters seeing 20-40% productivity lifts.
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Bull Theory
Bull Theory@BullTheoryio·
BREAKING: Bitcoin has dropped below $77,000 for the first time since May 1st. It is now down $1,600 in the last 4 hours, wiping out $33.18 billion from its market cap. $551.68M worth of longs have been liquidated over the same period.
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UTXOMacro
UTXOMacro@UTXOMacro·
Is your job safe from AI agents? Follow @UTXOMacro for daily Bitcoin, macro, and AI breakdowns.
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UTXOMacro
UTXOMacro@UTXOMacro·
Managers are being cut because AI gives every worker the knowledge that once required a supervisory layer. This is structural, not cyclical. White-collar compression is accelerating faster than anyone modeled.
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UTXOMacro
UTXOMacro@UTXOMacro·
@gitlab is restructuring its entire workforce around what CEO Bill Staples calls the "agentic era." Total cuts to be announced on June 2. AI is reshaping org charts in real time. #AI #Jobs
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