The Macro Case for Bitcoin

The Macro Case for Bitcoin

The Bits vs. Atoms Trap

Why the Fed Might Just Pivot into a Fire

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Mark Connors
Mar 16, 2026
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The Bits vs. Atoms Trap: Why the Fed Might Just Pivot into a Fire

“Energy is the only universal currency; it is necessary to get anything done.”
— Vaclav Smil, Scientist and Policy Analyst

TlDr

  • Only Oil, Bitcoin, Silver and the U.S. Dollar gain in a tumultuous March.

  • The SpaceX IPO illustrates the direction of travel for industry, markets and more.

  • The Fed wi…

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