The Macro Case for Bitcoin

The Macro Case for Bitcoin

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Gimme Shelter
Maduro Failed to Find Shelter in Time...Investors are Not Making the Same Mistake.
 • Mark Connors, HarmoniQ Insights, and New Barbarians Podcast
The Mid-Curve Trap
Why The Full Force of Gemini's AI Model Missed the Magic of the Bitcoin Network
 • New Barbarians Podcast, Mark Connors, and HarmoniQ Insights
Godspede
Finding your Purpose & Tribe to Profitably Embrace 2026's Risks
 • Mark Connors, HarmoniQ Insights, and New Barbarians Podcast
It’s the Plumber, I’ve Come to Fix the Sink
Awash in Debt, a Line of Plumbers Promises a Fix That Never Comes
 • Mark Connors
The Yen Carry Reckoning
The Yen Carry Reckoning: Bitcoin’s Pain Is Plumbing, Not Premise
 • Mark Connors, HarmoniQ Insights, and New Barbarians Podcast
Will The Real Bitcoin, Please Stand Up
The Best Asset Over the Past Years but One of the Worst in 2025 - WHAT is going on?
 • Mark Connors, HarmoniQ Insights, and New Barbarians Podcast
From Scarry's Busy Town to our Money Town
Where property weakens, debt balloons, and investors seek safe, sound collateral.
 • Mark Connors, HarmoniQ Insights, and New Barbarians Podcast
The Macro Case for Bitcoin
The Macro Case for Bitcoin
Our macro lens and Bitcoin thesis helps bridge the Bitcoin opportunity to the TradFi investor. My Substack speaks to the tectonic shifts reshaping world trade, inflation, and capital flows—as globalization fractures and monetary anchors erode.
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The Macro Case for Bitcoin

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