ARE YOU READY FOR THE MACRO MATRIX?
(Or do you just want to know when BTC will hit 100k?)
Let's go. The economy has its curves, its models, and its delusions just like the crypto market. Here’s the lesson that college didn’t teach you (and that your favorite DeFi project ignores):
📉 1. Has the price level (P) increased?
The AD curve falls, people stop spending, the investor holds stablecoin, and the trader returns the financed car.
The wealth effect turns into the poverty effect = C falls.
The interest rate effect tightens: I falls.
The exchange rate effect slaps: the dollar rises and you’re crying with gas at US$ 80.
🪙 2. USDC: The true president of the parallel Central Bank
While the government prints more than a textbook printer, USDC just looks and says:
-I am 1:1 with the dollar, but with less political drama and no Lagarde printer.
🧊 3. BTC is the LRAS of the crypto economy
It doesn’t care about P.
It doesn’t change with monetary policy.
It is vertical.
And when the world falls, it just says: “this is normal, I am accumulating strength.”
🔥 4. ETH is the SRAS
It reacts in the short term, melts with inflation, and rises with hype.
It oscillates with the cycles like a teenager who discovered staking.
It dreams of stability but lives on rollups and hope.
5. Solana is the "stock market boom" of the economy
When it rises, it seems like it will replace all the financial systems in the world.
When it falls, the AD curve drops along with the RPC.
But hey, summer is coming, right?
📈 CONCLUSION:
You may ignore macroeconomics, but it doesn’t ignore you.
In the Web3 world, even the AD and AS curves have tokens.
And spoiler: the real bull run doesn’t start with a pump, it starts with QE.
