Three macro signals reshaping 2026 positioning: 1. Corporate Bitcoin treasuries → cooling off. Empery Digital sold 370 BTC this week. Volatility testing discipline vs conviction. 2. Treasuries → grinding higher. JPM expects 10Y yields to 4.35% by Q4. DM yield pressure is structural, not cyclical. 3. Fed cuts → structural support. Unlike 2021/24 peaks, we're cutting rates into 2026. Macro backdrop more constructive for risk assets. The playbook shifted. This isn't "print money, buy Bitcoin." It's "disciplined allocation into a lower-for-longer rate environment." Position accordingly.
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