Bitcoin liquidity & infrastructure
A six-metric board for reading BTC through macro liquidity, scarce-asset demand, and miner power pivoting to AI — educational framework, not a live trading feed.
Is Bitcoin a liquidity trade, a monetary infrastructure bet, or both?
Fed funds · real yields · ETF flows · BTC vs gold · AI revenue per MW — grouped so you can falsify each bucket separately.
Which dividend payers can actually keep paying?
Five adjustable filters — yield · payout ratio · free cash flow · dividend-raising streak · dividend growth — across a universe of US dividend stocks. Educational, not advice.
What deserves attention now
What should happen next
Each company review connects current price, scenario values, entry zones, catalysts, and a clear CTA.
Why the opportunity exists
Structural drivers, assumptions, scenarios, and macro catalysts.
Whether the price is attractive
Current price, bull/fair/bear values, margin of safety, and entry zones.
What to do now
Monitor, research, wait, watchlist, candidate, reduce, or exit.