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André Dragosch, PhD | Bitcoin & Macro
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books that I have stacked in Vegas and Prague.
Which one should I start first?
#BTC
Ansvarsfriskrivning: Inkluderar åsikter från tredje part. Ingen ekonomisk rådgivning. Kan innehålla sponsrat innehåll.
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André Dragosch, PhD | Bitcoin & Macro
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The Dollar tends to be a function of relative yield differentials & equity performances of the US vis-à-vis the G10 countries. This explains most of the trend. Deviations from that trend (residual) can generally be explained by overall uncertainty (e.g. VIX). However, ...
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GM ☕️ The US Treasury posted a $316 billion budget deficit in May, the third-largest on record. Got fiat insurance? #bitcoin
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🚨JUST IN: Dollar Index (DXY) touches new cycle lows as Fed rate cut expectations are being repriced. DXY now at the lowest level since March 2022. Very bullish implications for global money supply growth and #bitcoin.
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GM ☕️ In 2025, the number of public companies that hold #bitcoin on their balance sheet has almost doubled from *checks notes* 70 to 134 companies (+91%). ACCELERATE.
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Is the Fed behind the curve? I would lean YES since both inflation & employment metrics have deteriorated even more in a standard Taylor rule since the Fed stopped cutting rates in December 2024: Core PCE inflation: 2.9% --> 2.5% U3: 4.1% --> 4.2% Taylor Rule: 3.5% vs 4.375%
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