Macro Timeline Update 62825

Jun 28, 2025

∙ Paid

Intro:

Bitcoin bulls have the ball - what next

Fed speaker pivot and projections

Domestic & Global liquidity projections

Treasury General Account (TGA) projections, and net outcomes from the OBBB potentially being sign by POTUS by the 4th of July.

Forward Guidance: Fed SLR proposal and implications - Macro Timeline Projections deep dive.

Newsletter portfolio changes