83 posts

Macro Heat

Track inflation, yields, central bank moves, and liquidity cycles — see how global macro impacts Bitcoin and altcoins week by week.

2 min read
Emerging Market Bonds Are Sitting on a 2-Year Trendline — And This Is Where Risk Either Dies or Reboots
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 15, 2025 • Macro Heat
2 min read
Defensive Doesn’t Mean Bearish: The Set-Up Few Are Seeing Clearly
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 15, 2025 • Macro Heat
2 min read
Reflation Triggered: Why the Copper/Gold Ratio Just Flipped the Macro Switch for Bitcoin and Alts
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 15, 2025 • Macro Heat
2 min read
The Vol Ratio No One’s Watching: VIX9D vs VIX3M
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 14, 2025 • Macro Heat
2 min read
Reflation 101: The Most Profitable Phase Nobody Talks About
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 14, 2025 • Macro Heat
2 min read
Reflation, Not Ruin: 6 Market Signals Say the Panic is Misplaced
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 14, 2025 • Macro Heat
2 min read
This Isn’t a Credit Collapse — It’s a Bounce Off Strength
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 13, 2025 • Macro Heat
3 min read
The Volcker Cosplay Chronicles: Why Powell’s Still Auditioning
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 13, 2025 • Macro Heat
3 min read
Macro Setup for the Week Ahead: 7 Charts and One Brutal Truth
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 13, 2025 • Macro Heat
3 min read
When SOFR Screams and the Fed Panics: The 2019–2020 Signal That Everyone Slept On
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 13, 2025 • Macro Heat
2 min read
ISM Surprise: Why Better Growth Isn’t Always Bullish for Markets
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Oz
Oz
Co-founder and lead technical analyst at The Markets Unplugged. Leads technical, macro, and cycle analysis, and builds the timing and macro frameworks behind TMU's premium research. Instructor on the Cycle Intelligence course.

Website

X
Apr 13, 2025 • Macro Heat

Macro Heat

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