Tech fell 5.5%. Bitcoin fell 1.3%. That is not decoupling.
Week ending Oct 16: the CPI aftermath, bitcoin vs the Mag 7 in dollars, and a fix to Issue 3.
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Writing
Longer writeups behind the charts and analysis I post. Every number links back to data and code.
Bitcoin fell 2.3%. Its volume says less than you think.
A quieter week for bitcoin, the Mag 7 comparison, and why trading volume says more about the size of a move than its direction.
Bitcoin's price recovered. Its trading intensity didn't.
Bitcoin made a new price high, but its trading volume has not kept pace with its size or with Nvidia. A look at 200-week dollar trading activity on matched US equity sessions.
Yields up, gold down, Nasdaq at a record
Macro Receipts, issue 1. The 10-year closed the week at 5.28% while gold fell 3.7% and the Nasdaq 100 set a record. Plus bitcoin, the week ahead, and one chart worth the time.
Bitcoin ETF flows: the receipts behind the chart
Every week I post the same bitcoin ETF flow chart. Here is where the numbers come from, how each one gets verified, and what two years of flows actually say.