Protocol Research, Macro Bites, Market Musings

@cointradernik shares his current thoughts in this weekly Market Outlook, setting the stage for the week ahead, with analysis of Bitcoin, Ethereum, Gold, Copper and the altcoin market, in the context of growth and labour market data.

In this first instalment of a three-part deep dive, @cointradernik breaks down the core proxies for the business cycle and how they affect risk assets.

@cointradernik shares his current thoughts in this weekly Market Outlook, setting the stage for the week ahead, with analysis of Bitcoin, Ethereum, Gold, Copper and the Dollar, all in the context of forthcoming Durable Goods data, US GDP, PCE and Chair Powell's speech.

Ever wondered how global money supply influences asset prices? Dive into our latest essay on financial deepening, where we unravel the impact of money supply growth outpacing GDP growth. Since 2008, this phenomenon has shaped speculative markets, driving up prices of everything from equities to cryptocurrencies. Discover why financial deepening isn’t just a textbook concept but a crucial factor for speculators. We’ll explore how central bank policies create cyclical trends, affect inflation, and ultimately, lead to valuation distortions.

@cointradernik shares his current thoughts in this weekly Market Outlook, setting the stage for the volatile week ahead, with analysis of Bitcoin, Ethereum, Gold, the Dollar and altcoins more broadly in the context of the all-important FOMC meeting.

Trading legend Nik, also known as @cointradernik on Twitter, joins us for our second weekly Market Outlook at Ostium Research. We'll be taking a look at the week ahead in markets, focusing specifically on price action, positioning and event risk for Bitcoin, Ethereum, Gold, the Dollar Index & concluding with an overview of the altcoin market via the "Others" section. Please note none of this is financial advice.