Is there any halfway serious, i.e. insightful, fundamental analysis on Bitcoin and the crypto market?

Even a serious discussion here, but specifically taking into account MACROECONOMIC CONTEXT.

It seems like 90% of what you find online is either A) complacent TradFi or B) delusional libertarianism and Austrian fundamentalism.

Taking nothing for granted, what is a reasonable forecast for Bitcoin by the year's end?