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André Dragosch, PhD | Bitcoin & Macro
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André Dragosch, PhD | Bitcoin & Macro
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Happy NFP Day to those who celebrate! According to the St. Louis Fed, the “breakeven” nonfarm‐payroll growth rate, i.e. the number of jobs needed each month just to keep the unemployment rate flat, is at about +153k jobs. Anything below that number will most-likely increase the unemployment rate. BBG consensus: +126k Whisper number: +110k
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GM. I think the spat between Elon vs Trump underscores the ongoing high economic policy uncertainty in the US and, of course, that... Nothing. Stops. This. Train. 🚂
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Bitcoin is the signal. Fiat currencies are the noise. Study #bitcoin.
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“Sell in May and go away?” #Bitcoin ripped to $112,000 in May, silencing sceptics and setting a new record for monthly closes. But what about the remainder of 2025? 1/ 🧵
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Why is a TruthSocial #Bitcoin ETF even relevant? @realDonaldTrump has around 100 million followers on Twitter/X, making him the 8th most followed account on the platform. He has nearly 10 million followers on TruthSocial directly... #Hyperbitcoinization
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