The Numeraire BTC Newsletter

Bitcoin is the new numeraire. MSTR is the trade. Independent macro & monetary analysis for serious allocators.

The Release Valve

Mar 17, 2026

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6 min read

Why The CLARITY Act Could Solve America’s Debt Problem Without Destroying Your Purchasing Power

The Numeraire BTC

Mar 14, 2026

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5 min read

Why Everything Is About to Be Repriced