Carter_LW
Coverage of Carter_LW in the Nexus archive.
- BTC is turning back into a macro question
The article discusses Bitcoin's reaction to macroeconomic factors such as liquidity, real rates, and risk appetite. It questions whether institutions treat BTC as a hedge or high beta asset. The author seeks opinions on what drives BTC's price movements.
- Bitcoin is becoming a macro asset whether people like the label or not
Bitcoin's trading behavior is increasingly tied to macro variables, and its classification as a macro asset is becoming more relevant. The cryptocurrency's behavior seems conditional, shifting between inflation hedge, liquidity proxy, and speculative growth asset depending on the economic regime. Its performance is influenced by factors such as real yields, dollar strength, and ETF flows.
- Schwab just launched spot BTC and ETH trading for retail clients today, feels like people are sleeping on this
Charles Schwab has launched spot Bitcoin and Ethereum trading for retail clients, allowing them to buy crypto directly in their accounts. The move may attract traditional investors and potentially push Bitcoin's price past its current range. Charles Schwab manages around $9 trillion in client assets.