Crypto Faces Liquidity Endgame—Debt And Inflation Risks Mount By 2026

Raoul Pal’s latest “Journey Man” episode brings back Michael Howell, CEO of CrossBorder Capital, for a sweeping tour of the liquidity landscape that has propelled risk assets like crypto for nearly three years. Both agree the global liquidity cycle is “late,” still advancing but increasingly mature, with its eventual peak most likely pushed into 2026… Continue reading Crypto Faces Liquidity Endgame—Debt And Inflation Risks Mount By 2026

Crypto Watchlist: Top Analyst Reveals 5 Altcoins With Major Upside

In his latest market rundown, Amsterdam-based trader and educator Michaël van de Poppe warns that “retail isn’t here in the markets as of yet” and notes that the widely-followed Altcoin Season Index is still languishing around 29—well below the 50-point threshold that would signal a rotation out of Bitcoin and into the broader market. Against… Continue reading Crypto Watchlist: Top Analyst Reveals 5 Altcoins With Major Upside

Crypto Bulls Just Got Their Macro Wake-Up Call: Here’s Why

An unprecedented surge in the Philadelphia Federal Reserve’s May Manufacturing Business Outlook Survey has jolted global risk markets and given crypto asset traders their clearest macro catalyst of the year. The Future New Orders diffusion index leapt by forty-plus points, a move that Julien Bittel, head of macro research at Global Macro Investor (GMI), called… Continue reading Crypto Bulls Just Got Their Macro Wake-Up Call: Here’s Why

Goldman Sachs Flags 35% Recession Risk — What This Means For Crypto

Crypto markets edged lower Monday following a stark warning from Goldman Sachs, which raised its 12-month US recession probability to 35%, citing rising tariffs, weakening growth, and deteriorating sentiment. The reassessment follows the firm’s second upward revision in March to its 2025 US tariff expectations, signaling an increasingly fraught macroeconomic environment with direct implications for… Continue reading Goldman Sachs Flags 35% Recession Risk — What This Means For Crypto