Editorial Lead — HOGE Wire daily brief, weekly wraps
Stock-to-flow called for a six-figure Bitcoin that scarcity never delivered. We run its successors, the power law, MVRV, Metcalfe and the rest,…
A year after Bitcoin's record high, the stock-to-flow model said the coin should be deep into six figures. It trades near $82,000.…
A year ago one tariff threat erased $19B of crypto in a day, the biggest political shock the market had seen. The…
A new, hawkish Federal Reserve under Kevin Warsh has turned every FOMC meeting into crypto's biggest price driver. Here is how markets…
One year after Bitcoin's $126,198 top, the four-year cycle both worked and died in the same month. Unbundle it into timing, magnitude,…
Brazil's vote opened crypto's Q4 election gauntlet with an Oct 25 runoff. Here is how each ballot reaches the price, and why…
The 2026 US midterms are a month out and crypto has built a record war chest of over $193 million. Here is…
Bitcoin sits in the low $80,000s while Wall Street targets range from $75,000 to $170,000. With the Fed hiking into year-end, the…
On October 2 the SEC shrank to two commissioners, even as Washington's crypto bill stayed dead and the Fed kept hiking. The…
September's big votes are settled: CLARITY died, the Fed hiked, and crypto rallied anyway. Q4's countdown is quieter and harder, a race…
