Central Macro

There will never be more than 21 million Bitcoin. Every ~4 years, new supply cuts in half. That's scarcity by design. Not financial advice. Always do your own research. #Bitcoin #Scarcity #BTC #DYOR

One level is keeping Bitcoin alive right now: $75,000–$76,000. This zone has held twice in 2026. It's where buyers keep stepping in. If it holds → next target $82K, then $86–90K. If it breaks → $71K, and possibly $60K back in play. No drama. Just the levels that matter. #Bitcoin #BTC #Macro #CryptoMarket

@business The part that matters most for crypto: traders have now fully priced out any Fed rate cuts for 2026. Zero. That's the real inflation story. When rates stay high, risk assets feel it — until liquidity shifts. That shift is what to watch. #Macro #Bitcoin

US futures were lower in Monday pre-market trading, with sentiment muted and inflation remaining a key concern even as oil prices fell back after surging overnight. bloomberg.com/news/articles/…

@Cointelegraph To put this in perspective: Strategy has now spent over $63B on Bitcoin in total. Their average buy price? $75,537. They bought through the ATH, through the crash, through the fear. That's not trading. That's a one-way conviction bet on the future of money. #Bitcoin

🔥 JUST IN: Strategy bought 24,869 $BTC for $2.01B. They now have 843,738 BTC.

@CryptoMichNL One number worth watching: the copper-to-gold ratio just broke above its 200-day average for the first time since September 2020. In 2013, 2017 and 2021 this signal preceded major Bitcoin rallies — by weeks to months. History doesn't repeat, but it often rhymes. #Bitcoin #Macro

The business cycle wakes up, and that's the biggest signal for altcoins. There's a strong correlation between the strength of the business cycle and the appetite for risk-on investments. The crucial factor is whether investors are positive about the future of their investments, and that's derived from the business cycle. The business cycle has been in a downtrend for more than four years. Similar length on the entire bear market of Ethereum vs. Bitcoin. In the past year: - Gold has gone vertical. - Oil has gone upwards. - Yields continue to show strength. Underlying those aspects, there are fundamental reasons to suspect a regime switch is on the horizon. - The breakout of copper vs. gold signaling a different risk appetite for risk-on assets is happening. - A new all-time high on the indices should trigger a strong move into crypto; however, this takes some time before it happens. - A new FED chairman who's not likely to hike FED rates. - The CLARITY Act is likely going to be passed in the Senate, which is the 'sell the rumor, buy the news' type of scenario. Technically, you could argue that we're at the bottom of a recession or bear market, and it has been a prolonged one. It's a matter of time before assets start moving higher, especially since this has been the heaviest bear market to date for Bitcoin and crypto. This all resonates well with history. - The Bitcoin vs. Gold ratio hit its lowest valuations in indicators earlier in February and has bottomed out. - The correlation between Copper vs. Gold and Ethereum vs. Bitcoin is high. If Copper breaks out, it's very likely that a similar move on Ethereum will occur within 1-3 months after the breakout. - Bitcoin vs. Gold has a 14-month bear market, which has likely ended in February of this year. Rather than expecting further continuation of the bear market, the thesis for a slow upward grind and the start of an entirely new cycle is significantly stronger. In the first stage of the move, it's not expected that many #Altcoins will act strongly. It's quite the opposite. Selective altcoins are likely to rally, which means that picking the right narrative is important in order to prevent yourself from taking the wrong angle if you're willing to take more risk in your portfolio. Ultimately, the markets look significantly more willing to buy the dip and enjoy the upward rally, rather than assume we're going to remain in this long bear market. Credit to @TechDev_52 for the chart.

@binance Charts and Macro stats before coffee 😉

Charts before coffee.

Bitcoin dropped from $82K to $76K in days. Now everyone asks the same questions: Is this stabilisation? Correction in a bull market? Peak of the bull market? Was $60K the bottom? The Fibonacci levels tell a clear story. Buyers wait for lower. Sellers wait for higher. Neither side commits — yet. Key level to watch: $75K support. Hold → consolidation. Break → $60K retest. Data, not emotion. #Bitcoin #BTC #Macro #CryptoMarket #BitcoinCycle

@TheMoonCarl The macro setup in 2020 that triggered it: Fed printed trillions, rates went to zero, liquidity flooded everything. That same ingredient — global liquidity — is what to watch now. When it flows, altseason follows. #Crypto #Altseason

AltSeason Will Never Happen. This is exactly what everyone said in 2020. Do you remember what happened next? Learn more here: youtube.com/watch?v=-TAzq7…

@binance 137 portfolio checks won't change the price. Understanding macro will change how you see it. 👀 #Bitcoin #Macro

Checking counts, right?

@coingecko CoinGecko analyzed 13 years of data to find the best day to buy Bitcoin. The answer? New Year's Day. The macro answer? Today. 🏆 #Bitcoin #LongTerm #Macro

What's the best holiday to buy Bitcoin? Our latest study shows that New Year’s Day delivers an average next-day return of 2.01%, with $BTC rising in 11 of 13 observations, boasting an 84.6% win rate. Read the full study: gcko.io/bredzdt

@TedPillows Context worth adding: Bitcoin ETFs recorded $1B in net outflows this week — the largest in months, ending a 6-week inflow streak. Weekend low liquidity amplifies every move. The price action is real. The 'suspicious' framing? Less clear. Data first.

Binance has now joined Coinbase in dumping $BTC. Haven't seen such aggressive dumping over the weekend in a long time. This looks suspicious.

Every Bitcoin bear market felt like the end. None of them were. 2014: −85% from ATH 2018: −84% from ATH 2022: −78% from ATH 2026: −52% so far MVRV ratio at 0.5. Stablecoin dominance peaked at 10.3%. Both historically near cycle bottoms. The cycle hasn't broken. It's maturing. #Bitcoin #BTC #Macro #CryptoMarket #BitcoinCycle

@federalreserve What this transition really means for markets: Warsh chairs his first FOMC meeting June 16-17. CME FedWatch already pricing 97% chance of no change then. But with April PPI at +6% YoY and rate hike odds rising, the real question isn't June — it's what Warsh signals for H2 2026.

As Chair Jerome H. Powell's term as chair concludes, and with the swearing in of Kevin M. Warsh as his successor pending, the Federal Reserve Board on Friday named Powell as chair pro tempore. This temporary action to name the incumbent as chair pro tempore is consistent with past practice during similar transitions between chairs. Powell will serve as chair pro tempore until Warsh is sworn in as the new chair. federalreserve.gov/newsevents/pre…

@Cointelegraph CLARITY Act clearing committee is real progress. But markets are telling a different story today — BTC back below $79K as 10-year Treasury yields hit their highest since mid-2025. Regulatory clarity is building. Macro headwinds are real too. Both things can be true.

🇺🇸 JUST IN: The crypto market structure CLARITY bill has advanced through the Senate Banking Committee with bipartisan support.

@BitcoinNews The bigger story here: Tokenized Treasuries grew from $3.9B to $15.35B in just 16 months — up 200%+ YoY. This isn't capital leaving crypto. It's capital moving on-chain. The rails being built today are what the next bull run runs on.

📉 Surging US Treasury yields are overriding the CLARITY Act rally, pushing #Bitcoin back below $79,000. The 10-year yield topped 4.5%, driving over $700M in weekly Bitcoin ETF outflows. Meanwhile, tokenized Treasuries hit a record $15.35B as capital seeks yield over risk.

What the data says: → BTC breaks below $79K — rising yields pulling capital from risk assets → Fear & Greed dropped from 69 (Greed) last week to 34 (Fear) — sharp reset → Historically: Fear zones have preceded recoveries. Not a guarantee. Watch $76K support. No predictions. Just data. #DYOR #BTC #Macro

Bitcoin ETFs just crossed $1B in weekly inflows — first time since January. BlackRock's IBIT alone: $721M in 3 days. Institutions aren't leaving. They're loading. #Bitcoin #Macro

The 21-day MA is closely watched by institutional traders. Historically, when BTC holds it as support during a recovery, it signals sustained buying pressure — not just a bounce. And if that holds, the next major resistance is exactly where he points — around $90K, which aligns with the 200-day moving average zone.

The markets are still looking great for #Bitcoin. If this continues to find momentum going into next week, I would assume the breakout will happen then. Other than that, the 21-MA is nicely holding up as support, if that breaks, then we're in the path of potential further corrections. Until then: $90K is still on the cards.

Everyone is asking: have we seen the Bitcoin bottom? Here is what the macro data says right now. 4 bullish signals. 3 bearish. 1 to watch. The Iran war is pushing CPI to 3.8% — keeping the Fed on hold. But gold at all-time highs, a normalized yield curve, and 7 weeks of ETF inflows point the other way. The macro picture is mixed. The 200-day MA at $82.5K is the key level to watch. Make your own conclusions. Not financial advice. Always do your own research. #Bitcoin #BTC #Macro #DYOR

The CLARITY Act just passed the Senate Banking Committee — 15 to 9. But it's not law yet. Here is exactly what still needs to happen before crypto gets clear federal rules in the US. 4 more steps to go. #Bitcoin #Crypto #CLARITYAct #DYOR

JUST PASSED: The US Senate Banking Committee approved the CLARITY Act — 15 to 9. For the first time ever, the US is moving toward clear federal rules for crypto. What it means: clear boundaries between SEC and CFTC jurisdiction over digital assets. No more regulation by enforcement. No more legal uncertainty for builders and investors. Still needs full Senate + House reconciliation before it becomes law. But today is a historic step. #Bitcoin #Crypto #CLARITYAct #DYOR