The extraction of Maduro sent Bitcoin past $94,000 and signaled a massive shift in US policy. We analyze the move from ESG to "Production for Security" and what this new geopolitical era means for global supply chains and high-beta assets.
New data reveals a sharp decline in U.S. job openings, flashing a warning signal last seen before the Dot-com bust and 2008 crisis. As hiring slows in key sectors, experts forecast a potential labor market recession by 2026, challenging current Wall Street optimism.
Robert Koenigsberger explores the 2025 shift in Emerging Markets, from caution to FOMO. He discusses the 'submerging' market phenomenon, China’s turnaround, and why fiscal behaviors in developed nations are creating a new paradigm for global investors in private credit.
Asia’s largest banks just raised $61 billion in USD—the highest volume since September. Analysts view this as a massive bet against the dollar and a signal of an impending yen carry trade unwind that could trigger severe repercussions for U.S. equity markets.
Anna Rathbun emphasizes that while the AI "picks and shovels" trade remains robust, software companies face increasing scrutiny. As 2026 approaches, investors are demanding tangible results amidst a complex geopolitical landscape and looming US-China trade talks.
Global markets enter 2026 with volatility following Trump’s military intervention in Venezuela. Analysts view the removal of Maduro as an economic catalyst that could finally trigger a massive "catch-up" rally for Bitcoin after a stagnant 2025.
The US manufacturing sector just posted its 10th straight month of contraction, dropping to a one-year low of 47.9. As labor indicators weaken and input costs rise, analysts warn this sustained slump signals a looming recession and stagflation risks, defying market optimism.
Crypto momentum is surging, driven by macro shifts, currency debasement, and geopolitics rather than just technicals. From global energy impacts to meme coin strategies, discover how complex market forces are creating a structural path for Bitcoin to potentially reclaim the $100k mark.
With Bitcoin rallying and Venezuela undergoing regime change, financial and energy markets are realigning. We break down 2026 mega trends, memecoin strategies, and geopolitical shifts to help investors navigate the volatile road ahead and identify where smart money is moving.
Beyond biology or economics, Game Theory offers the ultimate lens for understanding humanity. By treating social interactions—from dating to geopolitics—as strategic games, we can strip away emotional biases, understand the world's mechanics, and predict the future of civilization.
Was Venezuela's turmoil a chaotic shift or a calculated palace coup? This article exposes the back-channel deals between the US and regime insiders, arguing that the primary goal was securing oil interests while sacrificing Maduro to save the existing structure.
The U.S. capture of Maduro signals a major geopolitical shift. Join the Bits and Bips team and Peter Tchir as they dissect the market reaction, the surge in Bitcoin, the "Production for Security" strategy, and the revitalization of the Monroe Doctrine.
While critics predict the death of the USD, the 'Dollar Milkshake Theory' suggests a liquidity squeeze is coming. Learn how stablecoins create a paradox where global cracks drive the world back to the dollar, effectively redollarizing the global economy.
On-chain data contradicts market optimism: Bitcoin whales are selling, not buying. With net capital flows turning negative and heavy reliance on MicroStrategy, the 2026 outlook points to volatility. Explore the bearish reality behind the charts.
Niall Ferguson views the removal of Maduro not as another Middle East misstep, but as a return to the Roosevelt Corollary. This assertive doctrine prioritizes Western Hemisphere stability and marks a critical pivot in the ongoing 'Cold War II' against authoritarian rivals.
UBS reports Deutsche Bank is highly vulnerable due to a 30% exposure to unregulated private credit, far exceeding the European average. With manufacturing new orders declining, analysts warn a wave of shadow banking defaults could trigger broader financial sector instability.
