Macro Timeline Update 42526

Apr 25, 2026

∙ Paid

Intro:

Bitcoin bottom call from March 28 continues delivering — now grinding higher into the high-$77k zone with improving technicals. Pullback or blast off next?

Domestic & global liquidity projections updated — post-tax TGA drawdown + major unmodeled IEEPA refund wave ahead.

Fed policy updates: Warsh confirmation moving fast (Senate Banking vote Wednesday), DOJ drops probe on Powell.

Treasury TGA, buybacks, auctions & forward guidance — including the heavy July–August IEEPA refund timing.

Forward Guidance: Market insights & themes

Newsletter portfolio updates: Recent profit-taking + new nuclear sector focus.

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