Macro economics
House of Chimera macroeconomics articles on inflation, interest rates, central banks, and energy, and what they mean for crypto markets.
- Macro economics
- BTC
Why Bitcoin Isn't a Hedge: Real Yields, Oil Shocks, and Carry-Trade Fragility in 2026
Bitcoin isn't hedging inflation in 2026; it's a high-beta risk asset tied to U.S. real yields, a hawkish Fed, and yen carry-trade positioning. Here's how energy shocks and a BOJ hike could accelerate a crypto sell-off.
- Macro economics
- BTC
The $100 Barrel: How the Strait of Hormuz Crisis is Stress-Testing Global Markets
Explore how the 2026 Middle East crisis, Strait of Hormuz disruptions, rising oil prices, and sanctions risks are reshaping global markets, inflation, and crypto.
- Macro economics
- BTC
The Chokepoint That Became a Financial Experiment
How the Strait of Hormuz crisis, energy shocks, crypto tolls, and de-dollarization signals are reshaping global markets and trade settlement.
