#macro

What the Global Liquidity Cycle Signals for Bitcoin in H2 2026

Global liquidity, not the halving or ETF headlines, may be the dominant driver of Bitcoin into the second half of 2026. Here is how to read the cycle.

Is a Firmer Dollar the Overlooked Headwind for Bitcoin?

Amid the focus on ETF flows and rate cuts, dollar strength remains an underrated variable pressuring Bitcoin through funding, liquidity, and global risk channels.

How Rate-Cut Expectations Are Reshaping Bitcoin's Macro Bid

As markets price a shifting Fed path into mid-2026, Bitcoin's sensitivity to real yields and liquidity expectations is reasserting itself in ways worth unpacking.