Macro

1386 articles found

Macro

Google's AI Gap Widens as OpenAI and Anthropic Pull Ahead

Venture capitalist M.G. Siegler argues Google is falling behind OpenAI and Anthropic in AI model readiness, with the shi...

Jun 3, 2026, 04:03 AM
GoogleOpenAI
Macro

Bitwise Report Revives Bitcoin Macro Hedge Case Amid Sovereign Debt Concerns

Bitwise released a report arguing Bitcoin offers valuation appeal as a macro hedge against rising sovereign debt pressur...

Jun 3, 2026, 03:03 AM
BitwiseBitcoin
ExchangesMacro

Mt. Gox Moves $739M in Bitcoin; Market Watches for Repayment Flow

Mt. Gox, the defunct exchange holding creditor claims, transferred approximately $739 million in Bitcoin on-chain Tuesda...

Jun 2, 2026, 05:03 PM
Mt. GoxBitcoin
Macro

Bitfinex Outlines Key Economic Events for June Trading

Bitfinex highlighted May's Non-Farm Payrolls report, due Friday, as the month's most consequential data point for rate e...

Jun 2, 2026, 11:03 AM
BitfinexFederal Reserve
StablecoinsMacro

Banks Fear Stablecoins as Yield Gap Pressures Deposit Business

Banks are concerned stablecoins are eroding their traditional deposit business by offering yields competitive with savin...

Jun 2, 2026, 10:03 AM
TetherCircle
MarketsMacro

MicroStrategy Moves $30M Bitcoin to Coinbase Prime, Drawing Tax-Loss Speculation

MicroStrategy transferred approximately 411 Bitcoin worth $30 million to Coinbase Prime on May 29, then withdrew the sam...

Jun 2, 2026, 06:01 AM
MicroStrategyBitcoin
Macro

Smartphone Market Decline Signals Broader Chip Shortage Reshaping Tech Supply

Global smartphone shipments fell 14% year-over-year, marking the sector's steepest decline as semiconductor supply tight...

Jun 2, 2026, 05:01 AM
AISemiconductor Industry
Macro

Commodity Finance's Role in Trade Depends on Capital Efficiency and Risk Management

Lewis Hart discusses how financialization has made commodity markets complex, with traders functioning as supply chain m...

Jun 1, 2026, 04:04 PM
Lewis Hart
Macro

Erik Brooks on AI's Role in Crypto Investment Strategy and Risk Management

Erik Brooks highlighted how AI is reshaping cryptocurrency investment strategies, emphasizing that effective questioning...

Jun 1, 2026, 04:01 PM
Erik BrooksCapital Allocators