Macro Timeline Update 53026

May 31, 2026

∙ Paid

Intro:

Bitcoin is at a crossroads, and the next move will likely be big.

Federal Reserve updates: RMP, Warsh playbook, Fed funds rates, and more

Treasury updates: TGA model, IEEPA refunds, buybacks, and policy updates

Global liquidity updates (Fed Net Liquidity, G7, Crossboarder, and PBoC)

Forward Guidance: Market Summary & Pain Trade

Newsletter portfolio rebalance updates (Seeking Alpha quants + AI model) and 2026 performance recap (5 tickers +30% thus far).