Oz

Posts

• 2 min read

  Volatility Reset: The Fear Trade Has Left the Building

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 18, 2025 • Macro Heat
• 2 min read

  Friday Treasury & Bond Market Heat Check: 19 April 2025 — Curve’s Not Sleeping Anymore

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 18, 2025 • Macro Heat
• 2 min read

  Bitcoin Coils Inside Macro Confluence: Fair Value Gap Meets Copper/Gold Rebound

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 17, 2025 • Macro Heat
• 2 min read

  SOFR Is Dropping — But This Isn’t 2020, and It’s Not a Liquidity Crisis

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 17, 2025 • Macro Heat
• 2 min read

  RRP Hits $55B — A Liquidity Drain? Or a Liquidity Rotation?

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 17, 2025 • Macro Heat
• 2 min read

  Thursday Treasury Heat Check — 17 April 2025

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 17, 2025 • Macro Heat
• 2 min read

  The One ETF Crypto X (Twitter) Ignores — But Smart Money Watches Religiously

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 16, 2025 • Macro Heat
• 2 min read

  The VIX Curve Just Flipped Into Contango — When Will Price React?

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 16, 2025 • Macro Heat
• 2 min read

  The Fed’s Repo Window Got Tapped — But This Isn’t 2008

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 16, 2025 • Macro Heat
• 3 min read

  Silver Is Not a Signal — It’s a Sideshow

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 15, 2025 • Macro Heat
• 2 min read

  Emerging Market Bonds Are Sitting on a 2-Year Trendline — And This Is Where Risk Either Dies or Reboots

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 15, 2025 • Macro Heat
• 2 min read

  Defensive Doesn’t Mean Bearish: The Set-Up Few Are Seeing Clearly

  

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Oz

  Oz

  Technical analyst and macro researcher at The Markets Unplugged. Creator of KAIROS v6 cycle-timing, the Delta Engine (6-factor weekly BTC signal), the BTC/VIX framework, and the Apex Macro Dashboard. Publishes the Cycle Read every Monday.

  • Website
  • X

  Apr 15, 2025 • Macro Heat