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Latest / Bitcoin News Digest Podcast

Deep Dive 3/17/26

Executive Summary

The global macroeconomic architecture has entered a pronounced stagflationary regime characterized by the systemic degradation of Middle Eastern energy infrastructure and the failure of traditional sovereign deterrence. Key geopolitical developments, including the decapitation of Iran’s apex security leadership and a 95% collapse in Strait of Hormuz transit volumes, have engineered an acute energy-driven inflationary shock.

In response, Bitcoin has demonstrated a structural decoupling from legacy equity indices. Driven by a $609 million derivative liquidation event and…

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