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Bitcoin price, onchain flows and global macro: Here’s what changed in 2025
26.12.2025
Bitcoin’s technical and onchain market structure was robust throughout 2025, but ever-shifting macroeconomic conditions eventually put a cap on BTC price. Will the trend shift in 2026?
Fidelity's Jurrien Timmer: Expect lame 2026 as four-year bitcoin cycle appears intact
20.12.2025
The director of global macro at the asset management giant remains a secular bull on bitcoin, but isn't optimistic about the next year
Latest bitcoin bull turns bear, Fidelity director warns of year-long crypto winter
19.12.2025
Fidelity’s global macro director, Jurien Timmer, has called the end of the latest bitcoin bull run, while highlighting gold’s continued bull market strength
BNB Holds Steady as Traders Watch U.S. Tariff Moves
8.7.2025
This stability was influenced by global macro developments, including fresh tariff measures announced by U.S. President Donald Trump
Bitcoin, Bonds, and the Rising Influence of Japan’s Yield Curve
2.6.2025
Bitcoin's surprising alignment with long-end Japanese government bonds signals a deeper global macro shift
Solana Surges 8% Despite Global Macro Tensions. Can It Hit $155 in Short-Term?
1.5.2025
Despite broader market uncertainty, SOL demonstrates remarkable resilience by climbing from April lows to establish new support levels above $150
Looser Fed policy, global macro trends point to bullish outlook for Bitcoin — Analysts
2.9.2024
Bitcoin may be decoupling from concerns about a US recession and aligning more closely with the US dollar's performance and signs of easing monetary policy, according to ETC Group.
Fidelity’s Director of Global Macro Sees Bitcoin as ‘Exponential Gold’ on Store of Value Team
18.6.2024
Fidelity Investments’ Director of Global Macro sees bitcoin as “exponential gold” and “an aspiring player on the store of value team.” According to his analysis, bitcoin’s price is “driven primarily by the growth in its network, which is in turn driven...
Fidelity Director: Bitcoin Market Cap Could Reach $6 Trillion, a Quarter of ‘Monetary Gold’ Market
23.2.2024
Fidelity's Director of Global Macro Jurrien Timmer has suggested that Bitcoin (BTC) has the potential to achieve a market value equivalent to a quarter of the "monetary gold" market, reaching an impressive $6 trillion.
The post Fidelity Director: Bitcoin Market Cap Could Reach $6 Trillion,...
Bitcoin: ‘Stink Ball’ or ‘Exponential Gold’? Munger and Fidelity Director at Odds on BTC — Week in Review
12.11.2023
Berkshire Hathaway billionaire Charlie Munger may think Bitcoin is a “stink ball,” but director of global macro at financial giant Fidelity, Jurrien Timmer, says the asset is “exponential gold.” Find out why, just below, in the latest Bitcoin.com News Week in Review....
Financial Giant Fidelity’s Director Sees Bitcoin as ‘Exponential Gold’
5.11.2023
Financial services giant Fidelity’s director of global macro says bitcoin is “exponential gold.” He explained that gold is “too deflationary and clunky to be used as a medium of exchange,” noting that “investors own it primarily as a store of value —...
Bitcoin’s Value Can Outpace Gold, Says Fidelity Executive
3.11.2023
Bitcoin (BTC) may be a form of “exponential gold” capable of outperforming the precious metal in times of high inflation, wrote Fidelity’s Global Macro Director Jurrien Timmer on Wednesday. In a series of threads posted on X this week, Timmer outlined how Bitcoin’s...
Chinese Yuan Not Ready to Topple US Dollar as World Reserve Currency, Says Strategist
2.9.2023
A global macro strategist has explained that the Chinese yuan is unlikely to replace the U.S. dollar as the global reserve currency. She emphasized that the “weaponization” of the USD is one of the top reasons why Russia, China, and other BRICS nations have been seeking an alternative...
IMF Bailout Could Be in UK’s Future, Says Strategist
8.9.2022
Mizuho Securities’ head of global macro strategies has warned that an IMF bailout may be in the U.K.’s future. Moreover, a former chancellor of the exchequer cautioned that Britain is entering a long and severe recession, emphasizing that it’s “the worst since 1990...
Fidelity Analyst: Bitcoin Is Cheap — Ethereum Could Be Near Bottom
10.7.2022
Fidelity’s director of Global Macro has shared his bitcoin and ether price outlook. His analysis shows that bitcoin is cheap but ether could be even cheaper. “Ethereum could be close to a bottom,” he added. Fidelity’s Director on Bitcoin and Ether Price Outlook Jurrien...
Fidelity Executive Believes Bitcoin’s Price ‘Bottom Is in’ After Last Month’s Market Carnage
15.6.2021
On Monday, Jurrien Timmer, director of global macro at Fidelity and co-manager of the Fidelity Global Strategies Fund, told his 56,000 Twitter followers his perspective on the current bitcoin prices. “In my view, it looks like the bottom is in,” the Fidelity executive explained, sharing...
As Millions Drown in Today’s Poverty Trap, Macro Strategist Raoul Pal Says ‘Bitcoin Is a Life Raft’
18.2.2021
Global Macro Investor CEO, Raoul Pal, discussed the current economy this week and asked his 394,000 followers if people are using the wrong denominator when it comes to certain economic factors. One thing’s for certain, wages have not increased, no matter the common denominator people use...
Kakao to Record Private Securities on Its Own Blockchain as NFTs
17.2.2021
The move will aid South Korea's OTC securities market
New Emerging Markets Fund Targets Blockchain, DeFi Startups
15.2.2021
The Arcanum Emerging Technologies Fund will start in India, but its founders plan to expand to other regions
Nigeria’s Senate Summons Central Bank Chief to Explain Crypto Ban
12.2.2021
The Nigerian Senate wants Central Bank Governor Godwin Emefiele and chief securities regulator Lamido Yuguda to testify about cryptocurrencies