Ecoinometrics | Substack

Bitcoin Breaks Out, What Comes Next?

Macro, ETF flows, and price momentum suggest more upside.

Jul 14 •

Bitcoin Hits $119K And ETF Flows Say There’s More Room to Run

Also Bitcoin ETFs Are Gaining on Gold in 2025’s Flow Race & Rising Debt, Rising Rates, Shrinking Dollar

Jul 11 •

Bitcoin Treasury Stocks Run on Vibes

Bitcoin Treasuries Report, July 2025

Jul 9 •

Bitcoin Improves Portfolio Performance Even in Risk-Adjusted Terms

A 10% allocation outperforms gold and bonds in most market conditions

Jul 7 •

Institutions Are Betting on Bitcoin, Not Ethereum

Also Bitcoin and Gold, The Hard Assets Institutions Keep Buying & Unemployment Stays Low, and the Fed Stays Put

Jul 4 •

Most Popular

Bitcoin Is Fairly Priced Relative To The Stock Market

Nov 27, 2024 • Ecoinometrics

Bitcoin's Road to $150,000

Jan 20 • Ecoinometrics

Bitcoin's price after the halving: updating the model

Mar 11, 2024 • Ecoinometrics

Bitcoin On-Chain Activity is Flashing Warning Signs

Jan 15 • Ecoinometrics

Ecoinometrics

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