88 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
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
2 min read
Bitcoin and the Bull Steepener: Why the Yield Curve Just Flashed the Next Move
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
Apr 16, 2025 • Macro Heat
3 min read
Panic, Pivot, Melt-Up: The Two-Phase Market Setup You’re Probably Missing
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
Apr 15, 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
2 min read
Oz’s Daily Treasury Heat Check – 16 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 15, 2025 • Macro Heat
2 min read
Reflation Triggered: Why the Copper/Gold Ratio Just Flipped the Macro Switch for Bitcoin and Alts
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
The Vol Ratio No One’s Watching: VIX9D vs VIX3M
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 14, 2025 • Macro Heat
2 min read
Reflation 101: The Most Profitable Phase Nobody Talks About
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 14, 2025 • Macro Heat
2 min read
Reflation, Not Ruin: 6 Market Signals Say the Panic is Misplaced
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 14, 2025 • Macro Heat
2 min read
This Isn’t a Credit Collapse — It’s a Bounce Off Strength
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 13, 2025 • Macro Heat

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