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Market insightsBitcoin vs global M2: revisiting the lag thesis in 2026
The widely cited correlation between Bitcoin and global M2 money supply held up through 2024 but has loosened this cycle. We break down why the lag is no longer a clean leading indicator.
May 8, 2026·8 min read
Market insightsWhen funding rates and price diverge: a study of 18 months of perps data
Persistent funding rate divergences from spot trend have predicted local reversals roughly 60 percent of the time across our internal sample. Here is when the signal is useful and when it is noise.
Apr 25, 2026·10 min read
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