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Macro & Policy Drivers
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once: 1. Macro is back in…
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Further Analysis & Commentary
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
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Monthly Investor Memo
September 2025