Study
Global Liquidity and the case for Bitcoin
Why liquidity, not M2, moves assets, why Bitcoin sits at the end of the chain, and what BlockPhi’s data show on whether Global Liquidity leads it.
5 figures4 tables
Analysis on BlockPhi’s own data.
Articles
Study
Bitcoin’s Hidden Driver: The Inverse DXY Relationship
The inverse relationship between the strength of the dollar and Bitcoin, read on the BlockPhi terminal’s own dollar basket and charts, and tested on its data.
5 figures2 tables
Case study
What caused the largest liquidation event in crypto of all time?
The October 2025 crypto liquidation: overleveraged traders, a tariff shock and an index threat, one exchange’s collateral prices, and auto-deleveraging.
7 figures2 tables
Study
Does Gold Lead Bitcoin? A Data-Driven Strategy
The author’s May 2025 reading: gold leads Bitcoin under the right macro conditions. BlockPhi’s re-run on its own data to October 2026: no stable lead.
6 figures1 table
Podcast
Pursuing Value Podcast
How global liquidity determines Bitcoin’s value (YouTube, opens in a new tab)
On why capital flows drive asset allocation, and how gold and Bitcoin function as strategic inflation hedges in today’s macro landscape.
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The Debt Avalanche: $239 BILLION this Week Alone... 2026 Total Issuance will be WHAT?! Yes, Really. (YouTube, opens in a new tab)
