macro

What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM

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DW NOTE

Bitcoin rising 22% in a week isn't price discovery — it's what happens when every fiat alternative looks worse. The Fed holds at 3.5% while running a $1.9 trillion deficit, oil supply is down 4.3 million barrels daily, and the Hormuz draft deal still awaits Khamenei's signature. Fiscal dominance means the government's funding needs override the central bank's inflation mandate, and bitcoin is the only major asset with a supply schedule no treasury secretary can override.

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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

What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM

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

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