Macro Ninja decodes global markets through a macro lens, cutting through noise to track liquidity, policy shifts, and systemic risk. Focused on what actually moves capital, not headlines.
stablecoins
Stablecoins are shifting from a crypto-native tool to a core piece of institutional market plumbing, according to a new report from Moody's. The report highlights that stablecoins processed about 87% more settlement volume in 2025 than the year before, reaching $9 trillion in activity based on industry estimates
Bitcoin
Bitcoin exchange-traded funds (ETFs) have drawn strong inflows in 2026, with analysts pointing to a new year "clean-slate effect" driving digital asset demand. US spot Bitcoin ETFs bagged $697 million worth of inflows during the second trading day of 2026, bringing in over $1.1 billion in net
Bitcoin
Bitcoin (BTC) has reached $93,000 for the first time in almost a month, driven by volatility in Venezuela. This surge comes after a nearly month-long absence from this price level. However, traders remain skeptical about the sustainability of this rebound. Bitcoin's Aggressive Price Rebound The recent price
Bitcoin
Bitcoin's price action has halted a breakout to new 2026 highs near $91,000 due to geopolitical tension. The US military action in Venezuela led to a drop in Bitcoin's price below $90,000 on Saturday. Despite this, traders remain optimistic about the outlook for Bitcoin
Coinbase
Coinbase's CEO, Brian Armstrong, has reaffirmed the company's "everything exchange" strategy, which includes an all-in-one platform offering a wide range of products and services. This move is part of a broader trend among crypto firms to create super apps that provide a comprehensive suite
Bitcoin
Ethereum transaction capacity jumps 33% to 80 million gas in January, but two technical optimizations must land first. Developers confirmed the timeline at this week's All Core Developers meeting, marking the fourth gas limit increase this year as the network races to scale while preserving its decentralization advantage
Bitcoin
Bitcoin has ended 2025 lower than it began, marking the first time it’s fallen in a post-halving year. Historically, Bitcoin halvings occur every four years, when mining rewards are cut in half and fewer new coins enter the market, resulting in a cycle of accumulation: a post-halving bull run
crypto adoption
According to Coinbase's head of research, David Duong, the forces driving crypto in 2025, such as regulation, ETFs, stablecoins, and tokenization, will only get stronger in 2026. This momentum is expected to accelerate crypto adoption, with clearer regulations and the emergence of new corporate balance-sheet vehicles. In 2025,
Bitcoin
Bitcoin (BTC) is consolidating as gold leads, a pattern seen before past BTC rallies. The $84,000–$85,000 range and the 100-week exponential moving average (EMA) are key levels to watch. Bitcoin failed to rise above the $90,000 mark in December, with sharp rejections toward the $85,000-87,
Billionaire Tax
Crypto executives, including Bitwise CEO Hunter Horsley and Castle Island Ventures founding partner Nic Carter, have pushed back against a proposed billionaire tax in California. The proposed 5% tax on billionaires' wealth has drawn a strong response from crypto executives, who argue it would trigger an exodus of entrepreneurs
Uniswap
Uniswap has executed a major token burn, removing 100 million UNI tokens from circulation. This move follows the approval of its fee-burning proposal, which passed with near-unanimous support. The proposal, dubbed "UNIfication," was backed by several crypto heavyweights, including Jesse Waldren and Kain Warwick. Uniswap's Historic
Bitcoin
Bitcoin reached new all-time highs in October, yet Jan3 founder Samson Mow has described the year as a “bear market” and anticipates a major bull run ahead. Bitcoin's Price Performance Bitcoin could be entering a bull run lasting into 2035, following what may have been a bear market