Editorial Lead — HOGE Wire daily brief, weekly wraps
Bitcoin's 2024 halving deepened scarcity on schedule, yet the price fell toward $81,000. In 2026 it is liquidity, not stock-to-flow scarcity, that…
Bitcoin's four-year cycle makes two predictions about late 2026, and they disagree. We grade the timing rule against the magnitude rule to…
A year after the 10/10 crash, Bitcoin is stuck near $81,500 while the Fed hikes into sticky inflation. Here is what Wall…
A hot September inflation print flipped the Fed hawkish again and turned the October meeting into a non-event. The whole 2026 Bitcoin…
The next 90 days hand crypto a dense US regulatory calendar, from the October 28 Fed decision to the GENIUS Act's January…
Ethereum pulled EIP-8363, so the protocol will not engineer scarcity anymore; from now on the market does. October's selloff showed how that…
PlanB still says $500,000. We backtested stock-to-flow as a real Bitcoin trading signal across a full post-publication cycle, and the results are…
Citi lifted its Bitcoin target to $113,000 the same week Bernstein cut to $125,000, at the same price. The gap is not…
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.…
