Macro Map Layer B-2 · Which market forces currently dominate? — environment, not prediction · Tokenomics touches the asset, macro touches the whole market

Overall macro context: Mixed assessment confidence 58 (in the assessment, not the price) · 2 of 6 primary categories known · events tracked: 8

Primary dashboard — the six categories

Global liquiditySupportiveDeFi liquidity expansion · assessment confidence 60

Interest ratesUnknownUnknown · assessment confidence 0

InflationUnknownUnknown · assessment confidence 0 · gap: Unknown Inflation Context

Dollar strengthUnknownDollar-strength thesis among measured sources (uninstrumented) · assessment confidence 25

Risk appetiteMixedLive risk regime (context engine) · assessment confidence 55

RegulationUnknownUnknown · assessment confidence 0 · gap: Unknown Regulatory Impact

Additional categories

Equity marketsRestrictiveGlobal equity stress episodes · confidence 50

BondsUnknownUnknown · confidence 0

CommoditiesRestrictivePrecious metals drawdown episode · confidence 45

Monetary policyUnknownRate-repricing expectations (unconfirmed) · confidence 30

Macro timeline — when the forces shifted

2026-06-16RestrictiveMarket regime change — Risk regime shifted: conflicting → restrictive confidence 70 · context_engine.py

2026-06-16MixedMarket regime change — Risk regime shifted: restrictive → conflicting confidence 55 · context_engine.py

2026-06-13RestrictiveMarket regime change — Risk regime shifted: conflicting → restrictive confidence 70 · context_engine.py

2026-06-13MixedMarket regime change — Risk regime shifted: restrictive → conflicting confidence 40 · context_engine.py

2026-06-12RestrictiveMarket regime change — Risk regime shifted: conflicting → restrictive confidence 70 · context_engine.py

2026-06-12MixedMarket regime change — Risk regime shifted: restrictive → conflicting confidence 55 · context_engine.py

2026-06-10RestrictiveLiquidity shift — Bitcoin -14% week; BTC dominance 60%, altseason index 39 (selective regime) confidence 55 · coindesk 2026-06-09

2026-06-08RestrictiveMarket regime change — Korea market halt (-8.4% open) amid global equity stress confidence 60 · AlArabiya Business

Macro unknowns — first-class knowledge objects

Unknown Inflation ContextUnknown Regulatory Impact

Principle: we present observed context, evidence, confidence, unknowns, and influence — nothing more. An unequipped category declares "Unknown" by the name of its gap, and is never removed from the dashboard. Last build 2026-06-17T13:48Z.