Macro Heat

Posts

• 3 min read

  Trapped Liquidity, Dead Velocity, and the Risk Asset Rally No One Understands

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

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  Apr 11, 2025 • Macro Heat
• 3 min read

  Liquidity, Velocity, and the Bubble That Never Left: What 2020 Taught Us About Bitcoin and What Still Lurks Today

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 10, 2025 • Macro Heat
• 3 min read

  CPI Falls to 2.4%, but Market Reaction Suggests a Broader Narrative Battle

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 10, 2025 • Macro Heat
• 4 min read

  Macro Chart Checklist: How to Read the Pulse of the Market Without the Noise

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 10, 2025 • Macro Heat
• 3 min read

  This Isn’t 2008 — It’s a Positioning Reset, Not a Credit Crisis

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 10, 2025 • Macro Heat
• 2 min read

  Why the Dollar Isn’t Spiking — Even as the U.S.–China Trade War Heats Up

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 9, 2025 • Macro Heat
• 2 min read

  Are Markets Repeating 2020? The Yield Curve, Growth Risks, and What It Means for Bitcoin

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 9, 2025 • Macro Heat
• 3 min read

  Trump Tariffs, Inflation Panic, and What Markets Learned the First Time Around

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 9, 2025 • Macro Heat
• 2 min read

  The 10-Year Treasury Yield: Why It’s the Single Most Important Number in Global Markets

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 8, 2025 • Macro Heat
• 3 min read

  Truflation vs CPI: Markets Are Moving Before the Fed Blinks

  Doc

  Doc

  Host of the CU Podcast. Bitcoin believer, a bit of gem connoisseur, not averse to a degen move. His two passions: Crypto and Liverpool FC. Believes Romário is the greatest finisher of all time.

  • X
  • Website

  Apr 7, 2025 • Macro Heat