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Macro & Crypto updates and how they are shaping crypto narratives
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This is an automated Substack Account of https://hashtalks.substack.com
Discover more/Create at: @skystack.xyz
#80: 5-Min Macro, Stocks, AI & Crypto Weekly: The SaaS-pocalypse: When Agents Inherit the Earth • The Great Rotation: Yen Repatriation, Software Reckoning, and the Return of Hard Assets
#80: 5-Min Macro, Stocks, AI & Crypto Weekly: The SaaS-pocalypse: When Agents Inherit the Earth
The Great Rotation: Yen Repatriation, Software Reckoning, and the Return of Hard Assets
hashtalks.substack.com
February 11, 2026 at 10:32 AM
#80: 5-Min Macro, Stocks, AI & Crypto Weekly: The SaaS-pocalypse: When Agents Inherit the Earth • The Great Rotation: Yen Repatriation, Software Reckoning, and the Return of Hard Assets
#79: 5-Min Macro, Stocks, AI & Crypto Weekly • The Great Liquidity Reset
#79: 5-Min Macro, Stocks, AI & Crypto Weekly
The Great Liquidity Reset
hashtalks.substack.com
February 4, 2026 at 10:31 AM
#79: 5-Min Macro, Stocks, AI & Crypto Weekly • The Great Liquidity Reset
#78: 5-Min Macro, Stocks, AI & Crypto Weekly: The Great Rotation & The Scarcity Trade • Winners & losers in this great rotation and how you should be thinking about markets in 2026
#78: 5-Min Macro, Stocks, AI & Crypto Weekly: The Great Rotation & The Scarcity Trade
Winners & losers in this great rotation and how you should be thinking about markets in 2026
hashtalks.substack.com
January 27, 2026 at 7:31 AM
#78: 5-Min Macro, Stocks, AI & Crypto Weekly: The Great Rotation & The Scarcity Trade • Winners & losers in this great rotation and how you should be thinking about markets in 2026
#77: 5-Min Macro & Crypto Outlook • Risk On Against a Goldilocks Macro Backdrop, Except Crypto that is Struggling to find a Direction
#77: 5-Min Macro & Crypto Outlook
Risk On Against a Goldilocks Macro Backdrop, Except Crypto that is Struggling to find a Direction
hashtalks.substack.com
January 27, 2026 at 7:31 AM
#77: 5-Min Macro & Crypto Outlook • Risk On Against a Goldilocks Macro Backdrop, Except Crypto that is Struggling to find a Direction
#76: 5-Min Macro & Crypto Outlook • Macro Shocks, Halving Cycles, and Rotation
#76: 5-Min Macro & Crypto Outlook
Macro Shocks, Halving Cycles, and Rotation
hashtalks.substack.com
January 27, 2026 at 7:31 AM
#76: 5-Min Macro & Crypto Outlook • Macro Shocks, Halving Cycles, and Rotation
Wishing You a Joyful Holiday Season
Wishing You a Joyful Holiday Season
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Wishing You a Joyful Holiday Season
x402: Emerging Narrative or Pump & Dump? • AI agents from virtual shopping assistants to data‑mining bots are rapidly moving from demos to real online workloads
x402: Emerging Narrative or Pump & Dump?
AI agents from virtual shopping assistants to data‑mining bots are rapidly moving from demos to real online workloads
hashtalks.substack.com
January 27, 2026 at 7:31 AM
x402: Emerging Narrative or Pump & Dump? • AI agents from virtual shopping assistants to data‑mining bots are rapidly moving from demos to real online workloads
The Great Bitcoin Stalemate: Between Rocks, Walls & Wall Street • When markets go silent, it’s not peace — it’s the inhale before the storm.
The Great Bitcoin Stalemate: Between Rocks, Walls & Wall Street
When markets go silent, it’s not peace — it’s the inhale before the storm.
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The Great Bitcoin Stalemate: Between Rocks, Walls & Wall Street • When markets go silent, it’s not peace — it’s the inhale before the storm.
The $20bn Crypto Flush and What Comes Next • Brutal Friday but Opportunities are ahead and how to play them
The $20bn Crypto Flush and What Comes Next
Brutal Friday but Opportunities are ahead and how to play them
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The $20bn Crypto Flush and What Comes Next • Brutal Friday but Opportunities are ahead and how to play them
Token2049 Singapore 2025 Recap: Hype, Hedging & The Second Curve • Inside Token2049 Singapore 2025 where the booths screamed bull market, the traders whispered caution, and the real builders quietly shaped crypto’s Second Curve.
Token2049 Singapore 2025 Recap: Hype, Hedging & The Second Curve
Inside Token2049 Singapore 2025 where the booths screamed bull market, the traders whispered caution, and the real builders quietly shaped crypto’s Second Curve.
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Token2049 Singapore 2025 Recap: Hype, Hedging & The Second Curve • Inside Token2049 Singapore 2025 where the booths screamed bull market, the traders whispered caution, and the real builders quietly shaped crypto’s Second Curve.
The Season of Perp DEXs • Why Perp DEXs Are Eating Crypto Right Now
The Season of Perp DEXs
Why Perp DEXs Are Eating Crypto Right Now
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The Season of Perp DEXs • Why Perp DEXs Are Eating Crypto Right Now
The USDH Bidding War: How Hyperliquid Turned Stablecoins Into a Reality Show • The most important stablecoin experiment you’re not paying attention to.
The USDH Bidding War: How Hyperliquid Turned Stablecoins Into a Reality Show
The most important stablecoin experiment you’re not paying attention to.
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The USDH Bidding War: How Hyperliquid Turned Stablecoins Into a Reality Show • The most important stablecoin experiment you’re not paying attention to.
Monthly Macro & Crypto Outlook - September 25' • Macro drives crypto, jobs & inflation drive macro, tariffs driving jobs and wages lower, inflation higher - Whats next for Q4 - Recovery or Stagflation?
Monthly Macro & Crypto Outlook - September 25'
Macro drives crypto, jobs & inflation drive macro, tariffs driving jobs and wages lower, inflation higher - Whats next for Q4 - Recovery or Stagflation?
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Monthly Macro & Crypto Outlook - September 25' • Macro drives crypto, jobs & inflation drive macro, tariffs driving jobs and wages lower, inflation higher - Whats next for Q4 - Recovery or Stagflation?
Jackson Hole & Fed Jitters: Intermission or The End? • Every August, central bankers retreat to Wyoming to whisper into the void and the void whispers back in the form of market earthquakes.
Jackson Hole & Fed Jitters: Intermission or The End?
Every August, central bankers retreat to Wyoming to whisper into the void and the void whispers back in the form of market earthquakes.
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Jackson Hole & Fed Jitters: Intermission or The End? • Every August, central bankers retreat to Wyoming to whisper into the void and the void whispers back in the form of market earthquakes.
Digital Asset Treasuries: How DAT's Turn Tokens Into More Tokens • Digital Asset Treasuries (DATs) have exploded onto the scene as public companies turn their balance sheets into active crypto portfolios.
Digital Asset Treasuries: How DAT's Turn Tokens Into More Tokens
Digital Asset Treasuries (DATs) have exploded onto the scene as public companies turn their balance sheets into active crypto portfolios.
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Digital Asset Treasuries: How DAT's Turn Tokens Into More Tokens • Digital Asset Treasuries (DATs) have exploded onto the scene as public companies turn their balance sheets into active crypto portfolios.
The Rise of DATs - From Holding Bitcoin to Engineering Yields • ICO Mania, DeFi Summer, NFT Bubble, Gaming Hype and now back to DAT Summer and this time, TradFi’s the one buying our bags
The Rise of DATs - From Holding Bitcoin to Engineering Yields
ICO Mania, DeFi Summer, NFT Bubble, Gaming Hype and now back to DAT Summer and this time, TradFi’s the one buying our bags
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The Rise of DATs - From Holding Bitcoin to Engineering Yields • ICO Mania, DeFi Summer, NFT Bubble, Gaming Hype and now back to DAT Summer and this time, TradFi’s the one buying our bags
Quarterly Macro & Crypto Outlook - Q3’ 2025 • Stable Macro creates Euphoric conditions that demand caution while BTC consolidates before its next leg up
Quarterly Macro & Crypto Outlook - Q3’ 2025
Stable Macro creates Euphoric conditions that demand caution while BTC consolidates before its next leg up
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Quarterly Macro & Crypto Outlook - Q3’ 2025 • Stable Macro creates Euphoric conditions that demand caution while BTC consolidates before its next leg up
5-Min Weekly Macro, Crypto & AI: 26th May • Sovereign Debt Circus Continues, Gold consolidating here, Bitcoin’s Coronation Moment
5-Min Weekly Macro, Crypto & AI: 26th May
Sovereign Debt Circus Continues, Gold consolidating here, Bitcoin’s Coronation Moment
hashtalks.substack.com
January 27, 2026 at 7:31 AM
5-Min Weekly Macro, Crypto & AI: 26th May • Sovereign Debt Circus Continues, Gold consolidating here, Bitcoin’s Coronation Moment
The Rising - Quarterly Macro & Crypto Outlook - Q2’ 2025 • Paradigm Shifts, US Assets Firesale, Rise of Gold, Next is Bitcoin and Family
The Rising - Quarterly Macro & Crypto Outlook - Q2’ 2025
Paradigm Shifts, US Assets Firesale, Rise of Gold, Next is Bitcoin and Family
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The Rising - Quarterly Macro & Crypto Outlook - Q2’ 2025 • Paradigm Shifts, US Assets Firesale, Rise of Gold, Next is Bitcoin and Family
From Beads to Blocks: The Evolution of Money and The Upcoming Onchain Revolution • Gold 👉 Paper 👉 Digital 👉 Onchain
From Beads to Blocks: The Evolution of Money and The Upcoming Onchain Revolution
Gold 👉 Paper 👉 Digital 👉 Onchain
hashtalks.substack.com
January 27, 2026 at 7:31 AM
From Beads to Blocks: The Evolution of Money and The Upcoming Onchain Revolution • Gold 👉 Paper 👉 Digital 👉 Onchain
#75: 5-Min Monday Macro, Crypto & AI • Liquidity scare or recession?
#75: 5-Min Monday Macro, Crypto & AI
Liquidity scare or recession?
hashtalks.substack.com
January 27, 2026 at 7:31 AM
#75: 5-Min Monday Macro, Crypto & AI • Liquidity scare or recession?
The Geopolitical Power Play: Is the US Serving Global Dominance to China on a Silver Platter? • What does that mean for macro & crypto? China vs US, AI, and the shifting global order
The Geopolitical Power Play: Is the US Serving Global Dominance to China on a Silver Platter?
What does that mean for macro & crypto? China vs US, AI, and the shifting global order
hashtalks.substack.com
January 27, 2026 at 7:31 AM
The Geopolitical Power Play: Is the US Serving Global Dominance to China on a Silver Platter? • What does that mean for macro & crypto? China vs US, AI, and the shifting global order
#74: 5-Min Monday Macro, Crypto & AI • Macro uncertainty, equities volatility, upcoming FED meeting, earnings and real effect of tariffs to decide next path, Brace for more impact
#74: 5-Min Monday Macro, Crypto & AI
Macro uncertainty, equities volatility, upcoming FED meeting, earnings and real effect of tariffs to decide next path, Brace for more impact
hashtalks.substack.com
January 27, 2026 at 7:31 AM
#74: 5-Min Monday Macro, Crypto & AI • Macro uncertainty, equities volatility, upcoming FED meeting, earnings and real effect of tariffs to decide next path, Brace for more impact
Crypto’s New Reality: From Wild West to Wall Street • The OGs Are Tired, the Newbies Are Wrecked, but the Game Ain’t Over. Adapt or Die
Crypto’s New Reality: From Wild West to Wall Street
The OGs Are Tired, the Newbies Are Wrecked, but the Game Ain’t Over. Adapt or Die
hashtalks.substack.com
January 27, 2026 at 7:31 AM
Crypto’s New Reality: From Wild West to Wall Street • The OGs Are Tired, the Newbies Are Wrecked, but the Game Ain’t Over. Adapt or Die
MegaETH: A Game-Changer in Ethereum Scaling
MegaETH: A Game-Changer in Ethereum Scaling
hashtalks.substack.com
January 27, 2026 at 7:31 AM
MegaETH: A Game-Changer in Ethereum Scaling