Markets on Thin Ice - 11.03.2026 Oil volatility, geopolitical risk, and a rising dollar could set the stage for the next Bitcoin leg lower

Welcome to The Deep Dive: this episode breaks down sudden macro volatility, why Bitcoin’s recent rally may be a deceptive bear-market trap, and how tightened liquidity is reshaping risk across asset classes. We analyze Ethereum’s Fusaka upgrade and its unintended collapse of the fee market, the Avi oracle liquidation incident, and why multi-chain monitoring is now essential for risk management. Finally, we unpack Bernstein’s stablecoin findings — trillions in volume, independent growth from crypto cycles, accelerating integration with traditional rails, and the prospect of AI-to-AI payments reshaping global transactions.   Subscribe to our daily Free Crypto Newsletter: https://crypto.report