HeyJaredEcoinometrics
Bitcoin Macro Intelligence for Professional & High-Net-Worth Investors: Institutional-grade research on Bitcoin’s macro trends, ETF flows, and market regimes.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 28, 2026
Latest issues
Bitcoin Is Rejoining The Risk-On Complex (opens the original)
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Bitcoin is coming out of two breakout moves that kickstarted the current recovery. But as we discussed on Monday, those bursts of strength have once again been followed by a period of consolidation.So the question now is what kind of environment Bitcoin is moving into.Because the next phase of the recovery may depend less on Bitcoin-specific momentum and more on the broader market regime around it.And right now, stocks are becoming increasingly relevant again.So let’s look at the data.If you
The Pattern Behind Bitcoin’s Breakouts (opens the original)
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Bitcoin is starting the week under some pressure again, after a strong move that pushed it decisively above $80K.Over the past two months, we have now seen Bitcoin break higher more than once and for different reasons. This has not been a smooth path.That makes the current setup a little harder to read than the price chart alone would suggest. The recovery is still progressing but what are the drivers that could push it higher from here?Let’s look at the demand behind the recent breakouts and th
Bitcoin ETF Demand Is Backing The Recovery (opens the original)
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Welcome to Ecoinometrics’ Friday edition.Each week, we analyze the three most critical market signals impacting Bitcoin and macro assets, delivering institutional-grade insights through data-driven charts and analysis.Today we’ll cover:Bitcoin ETF Demand Is Backing The RecoveryBitcoin Is Getting Back In Sync With StocksThe Bond Market Is Still The Main ConstraintThe market has moved quickly since the FOMC meeting but does that move reflects a durable change in Bitcoin’s underlying setup or just
Bitcoin’s Recovery Is Gaining Confirmation (opens the original)
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Before the open on Monday, with Bitcoin pushing back above $80K, our conclusion was fairly simple: the recovery was looking increasingly credible, but we still wanted to see more confirmation before leaning further into it.Since then, things are looking even better.So has the recovery gained enough confirmation to justify continuing to increase Bitcoin exposure or is price getting ahead of the underlying improvement?Let’s look at the data.If you follow Bitcoin seriously but market research is no
Bitcoin Is Holding Up Despite Higher Rates (opens the original)
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After last week’s Fed meeting, you can find plenty of reasons why Bitcoin should be struggling.The Fed delivered its first rate hike in years, inflation remains too high for comfort, Treasury yields are elevated, and policymakers are already leaving the door open to more tightening.That is not an especially friendly backdrop for Bitcoin. It is also why we have been reluctant to get carried away with the recovery so far.And yet here we are on Monday with Bitcoin back above $80K and pushing to its
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