Skip to content
Second Breakfast
⭢ TAG: #TARIFFS
⌘K

#Tariffs

2 posts · browse the full archive

Stagflation and BTC as a Hedge

Recent econ data and policy developments suggest a stagflationary environment, and BTC may serve as a hedge. This post explores implications for the US, equities, & crypto

Written By: MarcPublished on: November 7, 2025
Read More»

Other Tags

Finance 9Economics 8AI 7Climate 7Global Macro 5Python 5Sustainability 5Technical Analysis 5Trading 5Automation 4Claude 3De Dollarization 3Energy 3Agents 2GHG Accounting 2GTM 2Investing 2Natural Gas 2Policy 2Technology 2Bitcoin 1Blockchain 1Business 1Corporate 1Crypto 1Data Centers 1Decentralization 1Deep Time 1Energy Transition 1Financial Markets 1Geology 1Geopolitics 1Grid Infrastructure 1History 1Internet 1Optimism 1Power Markets 1Stagflation 1Strategy 1Web 1Web3 1Workflows 1

Categories

├─Energy & Geopolitics
│├─The Conversion Layer
│├─The Era of "Or" Arrived Four Years Early
│├─The Coming Collision Between AI's Appetite and America's Energy Reality
│└─The Carbon Tax Opportunity
├─AI & Automation
│├─What Happened After My GTM Agent Learned to Improve Itself
│├─How I Built A Custom GTM Agent
│├─Ralph is Eating the World
│└─Building Agent 00V
├─Finance & Economics
│├─Global Macro
││├─Stagflation and BTC as a Hedge
││├─America's Fiscal Crossroads: Trump's Policies, Global Risks, and the Road to Sustainability
││├─Trump’s Tariffs, Bond Market Signals, and the Looming Risk of Recession
││├─Exorbitant Privilege vs Infinite Patience || Part 3 -- Trump's Return May Shatter the Dollar's Global Dominance
││├─Exorbitant Privilege vs Infinite Patience || Part 2 -- Global Climate Leadership
││└─Exorbitant Privilege vs Infinite Patience || Part 1
│└─Investing & Trading
││├─Technical Indicators for Equity Trading Using Python
││├─Trading Strategy Walk-through: CAPE Pt: 1
││├─Trading Strategy Walk-through: F-Score Pt. 2
││├─Trading Strategy Walk-through: F-Score Pt. 1
││└─CAPE <> F-Score <> Quad Top Trading Strategy
├─Climate & Sustainability
│├─Gaia is 45 Years Old
│├─Key Concepts for Corporate Value Chain (Scope 3) GHG Accounting and Reporting
│├─Designing and Implementing an Effective Emissions Mitigation Strategy
│├─In Pursuit of a Climate Positive Restaurant
│└─The IPAT Equation
└─Technology
│├─Web 2 --> Web3
│└─A Brief (& Totally Incomplete) History of the Internet and the Modern Web