ZJ Macro & Crypto

A channel dedicated to macroeconomics, geopolitics, speculative bubbles, and structural opportunities in crypto.
We break down the hidden forces behind markets using history, institutional incentives, capital flows, and technological cycles.
No hype. No noise. Only structured insights and long-term thinking.

Topics include:

Global liquidity cycles & Federal Reserve policy

Debt models of China, Japan, and the U.S.

Structural risks/opportunities in BTC, ETH, and emerging crypto assets

Bubble mechanics, speculation cycles & tail risks

Portfolio construction & long-horizon investing

📌 For viewers who want to understand why markets move — not just what to buy.