Latest / Bitcoin News Digest Podcast
Deep Dive 5/29/26
Executive Summary
For a period late last summer and early fall, Wall Street allocators synchronized massive capital flows into spot Bitcoin and physical gold to hedge against currency devaluation and supply chain inflation. However, recent data indicates these parallel capital flows have reversed, with capital entirely exiting the inflation hedge trade over a two-week period. This structural shift is driven by a new 60-day US-Iran ceasefire framework awaiting presidential signature. The framework has already notably diminished commercial shipping apprehensions in the Strait of Hormuz…
The skinny
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