Bits + Bips
Exploring how crypto and macro collide one basis point at a time
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Equities, bonds, and crypto fell together while gold hit new highs. Japan’s bond market explains why and what it means for portfolios.
Gold is doing what it always does in a debasement regime. The real question is: Can bitcoin follow?
Prediction markets are growing fast. Most participants are still trading for fun. Here’s how professionals extract probability, time decay, and structural edge instead.
These assets are ultra cheap — but they are risky
Trump’s crypto agenda and WLFI are at odds
Bullish 2026 projections from Powell drove bitcoin above $94,000 before it lost momentum
Bitcoin has had a brutal fall, but things are looking up.
Banks can’t stand on the outside of the next frontier in payments.