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atomic

Hindenburg

Hindenburg

ATOMIC 25 Last week I mentioned the dollar bull market, its impact on Turkey, South Africa and even the Euro. It’s now playing out, and the Lira has already devalued 34% since the summer. Highlights Technicals BTC falls to a 2, ETH to a 3 On-chain Softening Macro Hindenburg

The Dollar Fights Back

The Dollar Fights Back

ATOMIC 24 The key is to remain solvent. Or you can just HODL. Highlights Technicals ByteTrend falls from 5 to 4 for BTC and ETH On-Chain Softening Macro Dollar bull, euro bear Investment Flows More needed Crypto Ether College ByteTree ATOMIC There’s a sense that financial markets have seen

Bitcoin Melt Up

Bitcoin Melt Up

ATOMIC 23 This type of development is long-term bullish because it fuels the network growth. Much better to see millions of people using bitcoin rather than the few HODLing it. Highlights Technicals They say a new high is always a buy On-chain Price still leading the chain Macro Fighting off

Ethereum Makes an All-Time High

Ethereum Makes an All-Time High

ATOMIC 22 The primary source of risk-on, risk-off information comes from US Treasuries, which drive asset prices around the world. The “curve” sums the 10-year inflation expectation with the 10-year bond yield and shows strong correlation with bitcoin. The bad news is that both inflation and rates have recently cooled.

The Institutional Investors Return

The Institutional Investors Return

ATOMIC 21 The Institutional Dominance Ratio (IDR) is riding high. We’re really pleased by how useful this indicator has turned out to be. It simply measures the highest quintile of block transactions as a percentage of all transactions. Highlights Technicals Strong, need to confirm the all-time high On-chain Strongest

Why You Should Not Buy a Bitcoin Futures ETF

Why You Should Not Buy a Bitcoin Futures ETF

ATOMIC 20 The Bitcoin ETFs are coming to America. Unfortunately, they only invest in futures as opposed to the real thing. Expect them to lag by 8.4% each year before fees. Highlights Technicals Strong but extended On-chain Improving data Macro Enjoying the inflation narrative Investment Flows Futures ETFs trade

Reflexivity - Nothing Does It Like Bitcoin

Reflexivity - Nothing Does It Like Bitcoin

ATOMIC 19 George Soros came up with the theory of reflexivity, whereby the investment case for an asset improves as its price rises. Bitcoin is the most reflexive asset ever to exist. Bitcoin’s value is its network, and as the price rises, the network follows. The missing piece in