Bitcoin’s outlook: regime shift or bear rally?April delivered Bitcoin’s strongest monthly performance in over a year, with BTC climbing 12% to $79,500. While resistance around $78,000 persists, the underlying story is shifting – this looks less like a temporary rebound and more like patient capital quietly building a floor.This month, we’re exploring: • Macro Backdrop: Risk-on rebound meets persistent inflation. • Structural Demand: ETFs and corporates continue absorbing supply. • Flight to Qual ...

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Bitcoin’s outlook: the financial implications of Operation Epic FuryAs Operation Epic Fury enters its third week, markets are once again being forced to interpret not just geopolitical events, but their financial consequences. Despite heightened uncertainty, digital assets have shown notable resilience, highlighting Bitcoin’s evolving role in periods of systemic stress.This week, we’re exploring: • Three Scenarios Ahead: Pivot, friction, or systemic reset for Bitcoin. • Flight to Safety: Bitcoin ...

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Bitcoin and the spillover from the Strait of HormuzThe closure of the Strait of Hormuz has sent shockwaves through global energy markets, reminding us that markets don’t price conflicts, they price consequences. As oil shocks threaten stickier inflation and more restrictive monetary policy, Bitcoin is once again finding its footing at a critical geopolitical inflection point.This week, we’re exploring:• The Oil Transmission: How energy shocks drive Bitcoin price action.• Velocity of Shift: Analy ...

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