Macro Heat

Posts

• 2 min read

  Why Pessimism at $100K May Be the Strongest Signal Yet

  

  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
• 2 min read

  The Hidden Trigger Behind Every Crash — And Every Rally

  

  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 25, 2025 • Macro Heat
• 2 min read

  No Panic After the Strike — What the Market Didn’t Price In

  

  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 23, 2025 • Macro Heat
• 2 min read

  Volatility Crushed, Yields Retreat — But One Signal Isn’t Convinced

  

  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 20, 2025 • Macro Heat
• 3 min read

  The Fed Paused in Plain Sight—But What They Didn’t Say May Matter More

  

  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 19, 2025 • Macro Heat
• 3 min read

  PPI Lands Soft — But What Happens When the Market Doesn’t Blink?

  

  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 12, 2025 • Macro Heat
• 2 min read

  The Green Light No One Believes: CPI Softens, Credit Tightens, and the Window Opens

  

  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 11, 2025 • Macro Heat
• 1 min read

  No Stress, No Liquidity, No Excuse: What the Flat Repo Market Is Signalling About 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
  • X

  Jun 10, 2025 • Macro Heat
• 2 min read

  Volatility Compression Isn’t Calm — It’s a Loaded Trap

  

  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 4, 2025 • Macro Heat
• 3 min read

  This Volatility Spike Wasn’t a Top — It Was the Setup

  

  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

  May 28, 2025 • Macro Heat
• 2 min read

  Liquidity ≠ Allocation: Why M2 Alone Won’t Guide You Through This Cycle

  

  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

  May 27, 2025 • Macro Heat
• 2 min read

  Bitcoin at $111K — But Volatility Just Sent a Different 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

  May 22, 2025 • Macro Heat