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The Macro Case for Bitcoin

Mark Connors, HarmoniQ Insights, New Barbarians Podcast

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.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues60SubscribersRead markrconnors.substack.com

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Authors

The writers behind this newsletter.

  • Mark Connors

    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.

  • HarmoniQ Insights

    I am a quantitative researcher, providing insights to financial market practitioners.

  • New Barbarians Podcast

    Where TradFi veterans meet the frontier of crypto, AI, and macro disruption.

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