Housing no longer clears at the level of wages. As ownership becomes structurally unreachable, …
Global Capital Flows
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Bitcoin has shown a persistent tendency to move with global liquidity conditions over medium-term …
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Market Structure & Mechanism Designnews
Beyond the Death Cross: What Technical Stress in Bitcoin Markets Reveals About Liquidity, Flows, and Regime Shifts
by Main Deskby Main DeskAs speculation resurfaces around technical stress in Bitcoin markets, attention often shifts to familiar …
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Macro & Market StructureMonetary Policynews
Repriced at the Margins: How Japan’s Rate Normalization Is Tightening Global Liquidity—and Why Bitcoin Feels It
by Main Deskby Main DeskJapan’s move toward rate normalization marks a subtle but consequential shift in global liquidity …
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Global Systems & Macro Railsnews
Plutonomy Revisited: How a Twenty-Year-Old Memo Became the Blueprint for Today’s Global Markets
by Main Deskby Main DeskIn 2005, Citigroup quietly circulated a memo arguing that the U.S., UK, and Canada …
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Geopolitics & Digital Infrastructuremarkets
The Emerging Markets Internet: How Crypto Rails Are Unlocking Global Capital Flows
by Main Deskby Main DeskAcross emerging markets, a new financial layer is forming — powered not by banks, …
