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Three decades in the markets informed my top-down Global Macro process to distinguish between a risk-off and a regime shift. Bonds give way while Bitcoin becomes part of the next regime—discover more on why by joining the Substack.

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Subscribe to The Macro Case for Bitcoin

Our macro lens and Bitcoin thesis helps bridge the Bitcoin opportunity to the TradFi investor. My Substack speaks to the tectonic shifts reshaping world trade, inflation, and capital flows—as globalization fractures and monetary anchors erode.

People

Mark Connors

@markrconnors

TradFi journeyman with over 35 years researching, trading, selling and risk managing multi-asset portfolios. Now folding in the bitcoin opportunity for clients. Mix theory with practical applications in digestible form. Always data driven content.