macro

Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits

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DW NOTE

Gromen's metaphor is apt but incomplete. Bitcoin's liquidity sensitivity makes it a smoke alarm, yes — but one that's been shrieking since March 2020 while central banks insist there's no fire. The Strait remains closed, oil supply is down 4.3 million barrels per day, and the deficit is running $1.4 trillion through June. Bitcoin doesn't detect liquidity risk; it prices the certainty that governments will print rather than default.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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