Macro

Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance

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DW NOTE

Lepard's framing treats Bitcoin as a pure liquidity gauge, but M2 has grown 4.8% year-over-year while Bitcoin sits flat on the year — hardly a smoking alarm, more like a disconnected detector. The real story: Bitcoin rallied when recession fears spiked in March and July, not when money supply expanded, suggesting it's pricing existential risk rather than dollar debasement.

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World Bank sees a major risk in Zimbabwe’s currency plan - Townpress Newspaper

How the U.S. Is Targeting Iran's Oil Money

The United States has imposed sanctions on a Turkish investment bank and two subsidiaries, accusing them of helping Iran move oil revenue and providing access to the international financial system as Washington intensifies its campaign to squeeze Tehran. The US Treasury Department on September 4 des

Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance

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World Bank sees a major risk in Zimbabwe’s currency plan - Townpress Newspaper

How the U.S. Is Targeting Iran's Oil Money

Gold Is Only Insurance If You Can Reach It! -Vince Lanci - SilverTrade

‘Synchronised build-up of physical, futures, and options exposure’ to drive gold price higher - Société Générale - KITCO