Macro

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

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DW NOTE

Gromen's phrase is sharp but incomplete. Bitcoin isn't reacting to liquidity — it's reacting to the erosion of alternatives. Gold is down 17% from January's high, oil has fallen despite a 4% supply cut, and the 10-year yield sits at 4.83% while inflation runs 3.5%. When every traditional hedge breaks correlation simultaneously, the smoke alarm isn't sounding for liquidity — it's sounding for anchor loss.

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Monetary policy in times of geopolitical tensions and technological disruption

Speech by Mr Olli Rehn, Governor of the Bank of Finland, at the CEPS Macro group webinar, Helsinki, 20 October 2026.

Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top

Speaking at Ripple's conference, the U.S. Treasury Secretary said the SEC and CFTC action could help fill the gap left by the Clarity Act's failure, while curbing crypto debanking.

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

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Monetary policy in times of geopolitical tensions and technological disruption

Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top

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