David's Newsletter
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tradfi

tradfi

macro finance investing tradfi trading bitcoin Startups Crowdfunding trading stocks bitcoin bond market

macro financemacro finance

+6+6

Bitcoin and Finance Charts, Trading, Investing - 7/14

Steepen, JGB down, BTC record high . . . . . . . . . . . . whole lotta layin' at the beach with no sunscreen this summer for Risk On so far . . . . . . . . .

David Young

macro financemacro finance

+6+6

Bitcoin Pops, JGBs Wobbling, Prying Open 2x Key Groups - Week of 7/11

"Free fall through this boundlessness" as Risk On surges again and Bitcoin pops . . . . . . . JGBs Tipping Over Again . . . . . . . . . will these Groups let us in nicely?

David Young

macro financemacro finance

+6+6

Bitcoin and Finance Charts, Trading, Investing - 7/7

'Melt Up' Sizzles sans Bitcoin, how long until long end truly digests the big bill . . . . . . . . . . . . .

David Young

macro financemacro finance

+6+6

Bitcoin and Finance Charts, Trading, Investing - 6/30

'Melt Up' leaving Bitcoin behind as Risk On surges . . . . . . . . . while the pieces fall into place for BanQE . . . . . . . . . . .

David Young

macro financemacro finance

+6+6

CCJ Nukes Shorts, Time to Unload and Cash Out on AI Trade?

Let's check in on the health of the security first before we play with guns . . . . . . . . .

David Young

macro financemacro finance

+6+6

Oil Plunges, Steepener Sends Bitcoin $98K-$105.9Kish, SLR On Tap - 6/24

Oil crumbles, curve steepens 2YR sizzles, TSLA carries stocks, and Fed out jawboning cuts all of a sudden . . . . . . .

David Young

macro financemacro finance

+6+6

Spike Oil, Flatten Curve, Dampen Risk On . . . . . . . . . An Attempt to Impede Bessent's Option B

What's the most effective way to try and derail Option B, the 'Melt Up' . . . . . . . . . . . spike the lubes and grease

David Young

macro financemacro finance

+6+6

Where Is Everyone . . . . . . . . . A Bit Sparse On-Chain

No coffee shop transactions, no more Bitcoin? Let's take a look . . . . . . .

David Young

macro financemacro finance

+6+6

Flattened Curve, Flattened Bitcoin

The more Macro it trades . . . . . . . . the more Macro it trades

David Young

macro financemacro finance

+6+6

Hedges Update - Bitcoin Daily Money Flow - 6/22

Lower Time Frames remain under the gun . . . . . . . . . . .

David Young

macro financemacro finance

+6+6

Powell Flexes His Shrug, Risk On Approaches Storm, BTC In A Box - Bitcoin, Macro, TradFi 6/19

Who and where are the next buyers to keep the party flowing . . . . .

David Young