Skip to content

Inflation Cools, But Price Action Disagrees – Why We Are Increasing Exposure

Your daily access to the backroom.

Key Takeaways:

  • Core CPI comes in cooler than expected — a bullish signal
  • Ethereum ETF inflows surpass Bitcoin’s for the first time in weeks
  • Despite strong macro and fund flows, prices pull back sharply

This post is for paying subscribers only

Subscribe

Already have an account? Sign In

Latest

Fed's Warsh Makes His Intentions Clear

Fed's Warsh Makes His Intentions Clear

The new Fed chair held rates, dropped forward guidance, and delivered a dot plot that reset rate-hike expectations — and in doing so, reminded crypto markets that macro correlation isn't a solved problem.