KimTalksCrypto
Weekly macro market updates designed by a crypto trader, for crypto traders.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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kimtalkscrypto.substack.comLatest Issues
Bitcoin Will Keep Crashing (Until 5 Patterns Emerge)
Good morning from Dubai.
Bitcoin crashed below $70,000 this week, down 44% from its October peak.
This shouldn’t be happening.
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The dollar is weakening.
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A crypto-friendly administration is in power.
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Geopolitical chaos is e...
How to Read the DXY
Good Morning From Dubai!
Kim here.
If you don’t understand the DXY, you’re trading crypto with one eye closed.
This breakdown shows you how the dollar quietly dictates risk, liquidity, and why moves happen before price confirms any...
Is Gold The New Bitcoin?
Good Morning From Dubai!
Kim here.
When gold outperforms Bitcoin by this much, I pay attention. Here's what's really happening and what crypto investors need to understand about this divergence.
The Numbers Tell an Intere...
Why Geopolitical Risk Confuses Crypto Traders
Good morning from Dubai. This week’s newsletter starts with a simple observation.
There are few certainties in life.
One of them is this:
Uncertainty is unavoidable.
In economics, uncertainty isn’t just a feeling, it’s a variab...
2026 Macro Thesis: How I'm Thinking About Crypto
I spent years as an FX trader at a global investment bank before moving into crypto, where I’ve helped build and advise some of the largest projects in the space.
Institutional macro + crypto market structure = the edge most traders miss....
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Weekly macro market updates designed by a crypto trader, for crypto traders.
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