central bank balance sheets central bank rates central bank - mandate - inflation central bank - mandate - employment
the bearish side: long-term macro trend line was broken (black line) short-term macro trend line is downward (red line) the overall macro liquidity situation is not good (check usd liquidity index and its delta-rate of change) the bullish side: miner's variable cost of production is around 16~18k under current hash rate and electricity cost...
Investment markets' weather. Rates all going up, dollar starts to show shortage. Risky assets under pressure. Macro swing short risky asset classes.
MacroScale & MicroScale monitor 1. dollar 2. spx, ndx 3. audjpy 4. bitcoin 5. us10yr 6. xau 7. oil 8. copper