Friday, October 16, 2026

Hot CPI, hotter PPI, and yields went the other way

Bitcoin 4H and US 10-year yield, October 2026

Bitcoin 4H (top) and US 10-year yield (bottom), October 12-16, 2026. CPI spiked the yield, PPI sent Bitcoin below $80,000, and neither held. Source: TradingView (Bitstamp, TVC). Chart: BitBrainers.

Tuesday, October 6, 2026

The Bond Market Has Not Priced Trump's Inflation Comment

BitBrainers - The Bond Market Has Not Priced Trump's Inflation Comment

The U.S. Treasury Department building on Pennsylvania Avenue in Washington, D.C.

Thursday, October 1, 2026

The Yen Test: What the Carry Trade Story Gets Wrong

USD/JPY versus US 30-year Treasury yield, daily chart July 22 to October 1 2026, showing the yen rally before the Bank of Japan hike and the divergence after September 18

USD/JPY (light blue, right axis; higher means a weaker yen) and US 30-year Treasury yield (orange, left axis), daily, July 22 to October 1, 2026. Source: TradingView (ICE, TVC). Chart: BitBrainers.

Monday, September 28, 2026

Weekly Brief: The War Reached the Ten-Year. Bitcoin Answered the Yield

BitBrainers - The War Reached the Ten-Year. Bitcoin Answered the Yield.

Bitcoin futures open interest, CoinGlass, late Aug to Sep 28, 2026. Peaked near $61.5B on Sep 22, stepped down through the pullback. Source: CoinGlass.

Thursday, September 24, 2026

The War in the Price of Everything

The war is in the price of everything

Illustration: a crude tanker on Gulf water. The strait Iran mined in February carries a fifth of the world's oil.

Wednesday, September 23, 2026

Monday, September 21, 2026

Weekly Brief: Bitcoin Took Out Its Gateway on a Monday Morning

BitBrainers - Bitcoin Took Out Its Gateway on a Monday Morning
BTC/USD 4H, Bitstamp, September 21, 2026. The Monday breakout bar through the $82,250 gateway.

Hot CPI, hotter PPI, and yields went the other way

Bitcoin 4H (top) and US 10-year yield (bottom), October 12-16, 2026. CPI spiked the yield, PPI sent Bitcoin below $80,000, and neither hel...

Hot CPI, hotter PPI, and yields went the other way