Tag: TIPS
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BTC/TIPS Revisited
In a previous post, we covered the relationship between Bitcoin, Gold, and TIPS. There is some speculation about another large capitulation in Bitcoin, breaking down to the mid 20ks. Looking back at the previous Bitcoin cycle, we can see that, at least from an inflationary, macro perspective, the wind should be at our back. Diving…
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Repo Spikes, Bond Fractals and Bitcoin
Today’s spike in reverse repo agreements & treasury yields probably has the market wondering how it could effect bitcoin price action. Here we can get some clues by analyzing previous movements in both markets. Case Study of Major Reverse Repo Spikes To filter out noise and make a simplified comparison, we will only compare major…