Sitemap - 2023 - Ecoinometrics
MicroStrategy is getting close to the 1% club
On-chain Bitcoin sentiment: a new hope, but without the whales
Bitcoin is sticking to a well known pattern, will it continue in 2024?
Are the miners cheap relative to Bitcoin?
Reading the FOMC tea leaves: Wall Street is pushing its narrative too far
Don't look at Bitcoin too close, you'll miss the trend
Relative to other assets, Bitcoin is fairly priced: but there are opportunities
Bitcoin ETFs are just a tool, the real trend is in demographics
Bitcoin is back, but it never really left
The ETH vs BTC cycle: what it means for rebalancing your portfolio
Why would the Federal Reserve cut rates?
Is the ETF narrative hurting the Bitcoin miners?
Bitcoin is a land of opportunity, with or without volatility
This is the year of the recovery for the Bitcoin miners
There is no Bitcoin rally on-chain
Bitcoin is falling behind on the halving cycles
How big is the Grayscale Bitcoin Trust?
When size matters: how Bitcoin's market cap is affecting volatility
Bond yields are rolling over. Or is it just volatility?
Everyone is front running Bitcoin: that’s a double edged sword
Bitcoin momentum is back: here is why you should not bet against the trend
The Federal Reserve has a services inflation problem
Bitcoin never goes up in a straight line
Spot Bitcoin ETFs are coming, is it still time to buy the miners?
Deficit is destiny: why interest rates need to move higher
MicroStrategy is ready to profit from its Bitcoin bet
To keep up with inflation acting fast is key
Bitcoin is beating inflation (if you hold on to it long enough)
Bitcoin is not crypto. But based on correlations crypto is still Bitcoin.
Central banks liquidity: headwind or tailwind for Bitcoin?
Bear market or bull market? For Bitcoin it can be hard to tell.
Bitcoin vs Ethereum: the quarterly review
Early signs of a recession: which metrics are rolling over?
Bitcoin is catching up to gold: becoming the new store of value
The Bitcoin miners are down: is it time to buy?
The narrow path towards a soft landing probably does not exist
Is Bitcoin just another mega cap tech stock?
Apathy dominates among the Bitcoin whales, but not only
How much did GBTC help in the Bitcoin bull run?
Bitcoin is a maturing asset: a look at the extreme market events
Macro is in control of Bitcoin, so watch out for a liquidity crisis
Understanding the impact of Bitcoin ETF inflows: the GLD ETF as training wheels
Bitcoin is experiencing one of its toughest bear market on record
Can Bitcoin make it to six digits in the next bull run? Probably yes.
What is macro telling us about the likelihood of a recession?
Decentralized exchanges are catching up in the bear market
How many Bitcoin miners should you bet on?
The US debt could force the hand of the Federal Reserve: how can you be prepared for that
There is one reason Bitcoin is likely to continue growing for decades: demographics
Ecoinometrics - The Bitcoin whales have no conviction
Ecoinometrics - What to do when you are a few quarters away from a recession?
Ecoinometrics - What if MicroStrategy had bought Ethereum instead of Bitcoin?
Ecoinometrics - Special Announcement
Ecoinometrics - Is a spot Bitcoin ETF threatening the miners stocks?
Ecoinometrics - Bitcoin’s time in the market and opportunistic investing
Ecoinometrics - Bitcoin on-chain: the steady accumulation phase
Ecoinometrics - Is the Fed doing a soft pivot?
Ecoinometrics - Bitcoin: from macro driven to uncorrelated
Ecoinometrics - Bitcoin as a hedge against debasement
Ecoinometrics - Bitcoin, growth and liquidity. How are they working together?
Ecoinometrics - Mapping the Fed’s actions until the end of the year
Ecoinometrics - The Bitcoin miners are delivering returns
Ecoinometrics - Don’t dismiss the risk of a recession
Ecoinometrics - The Bitcoin whales are buying this rally
Ecoinometrics - The BlackRock Bitcoin ETF: are we expecting too much from it?
Ecoinometrics - Macro is in the driver’s seat for Bitcoin, but that could change soon
Ecoinometrics - Fed pause and BlackRock Bitcoin ETF
Ecoinometrics - Rate hikes, recession, market correction...
Ecoinometrics - Special Announcement
Ecoinometrics - Corporate isn’t stacking sats
Ecoinometrics - Will trade returns for volatility
Ecoinometrics - The Bitcoin on-chain accumulation score is warming up
Ecoinometrics - Why would the Fed crank up the rate hike to 11?
Ecoinometrics - Bitcoin is decoupling from risk assets
Ecoinometrics - How will Bitcoin be affected by the contraction of the money supply?
Ecoinometrics - Five Bitcoin halving charts
Ecoinometrics - Bitcoin: The return of digital gold
Ecoinometrics - Bitcoin miners: where are the opportunities?
Ecoinometrics - The FOMC is thinking about thinking about a pivot
Ecoinometrics - Why Balaji settled his Bitcoin bet
Ecoinometrics - Bitcoin’s price trend: is it a tsunami or just some small wave?
Ecoinometrics - What is the upside on Bitcoin miners?
Ecoinometrics - The KiS portfolio one year later
Ecoinometrics - Should you consider compounding on Ethereum?
Ecoinometrics - Is the FOMC looking for reasons to continue hiking rates?
Ecoinometrics - Should you follow MicroStrategy on Bitcoin?
Ecoinometrics - Bad news for risk assets: the Federal Reserve is running on hard mode
Ecoinometrics - As an investor should you care about the debt ceiling?
Ecoinometrics - Is the debt level a systemic risk for the US?
Ecoinometrics - How big is it?
Ecoinometrics - Tightening conditions
Ecoinometrics - Forward guidance
Ecoinometrics - Could one Bitcoin be worth $1m by June?
Ecoinometrics - To pause or not to pause
Ecoinometrics - Reverting to the mean
Ecoinometrics - Inverted yield curve and market corrections
Ecoinometrics - No momentum on-chain
Ecoinometrics - The Fed Speaks: FOMC minutes
Ecoinometrics - Asymmetric opportunities
Ecoinometrics - Can you value Ethereum based on network effects?
Ecoinometrics - Special Announcement
Ecoinometrics - Inflation slowdown: snail pace edition
Ecoinometrics - The Federal Reserve is implicitly forecasting a recession
Ecoinometrics - Correlations, three years later
Ecoinometrics - Is Ethereum winning at this bear market?
Ecoinometrics - The Fed speaks
Ecoinometrics - Revisiting the Big Sats Index
Ecoinometrics - On-chain support
Ecoinometrics - Could Bitcoin be a FX reserve for central banks?
Ecoinometrics - Is the Bitcoin halving narrative dead?
Ecoinometrics - Inflection point
Ecoinometrics - Schedule change
Ecoinometrics - A year of quantitative tightening