Macro Heat

Posts

• 3 min read

  High-Yield Spread vs VIX: Equity Fear Lags Credit… sometimes, and Bitcoin

  

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
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  Doc

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
  • X

  Mar 22, 2026 • Macro Heat • Public
• 3 min read

  Treasury General Account (TGA) And The Fed Balance Sheet: Net Liquidity 101… for Bitcoin

  

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
  • X

  Doc

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
  • X

  Mar 22, 2026 • Macro Heat • Public
• 2 min read

  Credit Does Not Care About The Headline, It Cares About Stress

  

  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
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  Mar 5, 2026 • Macro Heat
• 4 min read

  ISM PMI 52.6 Internals, 2016 Analogue, Prices Paid Risk

  

  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
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  Feb 4, 2026 • Macro Heat
• 3 min read

  Dow Jones Transports (DJT) Breakout And ISM Manufacturing PMI

  

  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

  Feb 4, 2026 • Macro Heat
• 2 min read

  Bitcoin Tops Rarely Start From Calm Volatility: Reading The VIX9D/VIX3M Signal

  

  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

  Nov 2, 2025 • Macro Heat
• 3 min read

  Repo Panic Versus Real Stress: What A 30B Operation Actually Means

  

  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

  Nov 2, 2025 • Macro Heat
• 3 min read

  Credit Market Signals a Shift That Equities Are Ignoring

  

  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

  Aug 12, 2025 • Macro Heat
• 3 min read

  At $120,000 Bitcoin Faces More Bears Than Bulls – Why This Market Dislocation Matters

  

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
  • X

  Doc

  Doc

  Bitcoin on-chain analysis, market cycles, and holder behaviour at The Markets Unplugged. Creator of Alt Sector Radar and Bitcoin Barometer. Maps on-chain signals to cycle phases.

  • Website
  • X

  Aug 8, 2025 • Macro Heat
• 3 min read

  The Rally Nobody Believes: Why Trader Sentiment Is Still Fighting the Tape

  

  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

  Jul 10, 2025 • Macro Heat
• 3 min read

  It’s Not 2021 Again—And That’s Exactly Why It Matters

  

  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

  Jun 28, 2025 • Macro Heat
• 3 min read

  The Rate Cut Nobody’s Ready For—and Why It Changes Everything

  

  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

  Jun 26, 2025 • Macro Heat