The Core.
O.R.Bitcoin, mercados y macro. En The Core analizo y conecto los datos que importan para entender qué mueve los mercados y qué merece tu atención. Menos ruido, mejores decisiones.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | Language |  Spanish | |||
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oramos.substack.comLatest Issues
The Core | Informe Semanal #29
El mercado encara un cierre trimestral con los bonos a 10Y por encima del 5,17 % y una pregunta incómoda.
¿Se está deteniendo el flujo de liquidez hacia los activos de riesgo a favor del bono?
Esta semana el comportamiento general ha...
The Core | Informe Semanal #28
Finalizamos una semana más.
Esta vez hemos visto 7 días de digestión a la espera de FOMC, con caídas a soporte y un claro nivel de oferta por debajo de los 77K.
Los ETF spot de Bitcoin tuvieron salidas de unos 462M netos entre el 8 y...
INFORME SEMANAL #27
Primera semana de septiembre terminada.
Y viene una nueva cargada de datos importantes, sin respiro.
Bitcoin abre nueva vela en la zona 79.000$, dentro del nivel esperado como ya vimos en el Informe Semanal anterior.
Los últimos...
INFORME SEMANAL #26
Iniciamos nuevo curso.
Agosto ha terminado y con ello Bitcoin ha cerrado el mejor mes desde noviembre de 2024.
Se han batido todas las expectativas del mes, la vela finalizó en el entorno de los 78,6K y una subida del 25%.
Pero com...
Análisis Premium #1 - ¿Bitcoin o Strategy?
Cuanto hay caídas fuertes hay frases que no paran de repetirse.
“Está de oferta para comprar”, “Si cae más, compro más”, etc.
Y puede que sea verdad a largo plazo, pero no todo el mundo busca acumular.
La mayoría de personas en crip...
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Escribo "The Core", tu newsletter para seguir Bitcoin, mercados tradicionales y datos macro, sin ruido y con claridad. Cada semana recibirás un informe semanal y análisis, tesis o researchs, The Core es tu espacio de referencia. Bitcoin desde 2017.
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