Global Markets Charts for Australian Investors
Sixteen interactive charts of the global and Australian markets that move every Australian-resident portfolio. S&P 500 and NASDAQ 100 with Bitcoin overlays, gold with a Bitcoin overlay, silver, USD/JPY, AUD/USD, total stablecoin supply, ASX 200, MSTR/BTC, COIN/BTC and TLT/BTC ratios, ASX 200 priced in Bitcoin AUD, plus four priced-in-Bitcoin Australian-asset reframes (Sydney, Melbourne and national median dwelling priced in BTC, plus gold ounces per BTC). Data from Yahoo Finance, DefiLlama and CoreLogic/ABS dwelling anchors, refreshed twice a day with last-known-good fallback. AUD-trader framing throughout.
US equity (2 charts)
S&P 500 with BTC overlay
^GSPC · Daily · 2000+ · AU framing
The institutional benchmark for US equity performance overlaid with Bitcoin USD on a secondary axis. Both inflect together at major macro turning points since BTC went institutional in 2020.
NASDAQ 100 with BTC overlay
^NDX · Daily · 2000+ · Tech-and-growth
The highest-beta major US equity index and the cleanest read on US tech-and-growth risk appetite. Bitcoin tracks the same regime with about 2.4 times the daily volatility. Rolling 90-day NDX-BTC correlation has averaged about 0.4 since 2020.
Commodities (1 chart)
Gold Spot with BTC overlay
GC=F · Daily · 2000+ · Hard money
Gold spot in USD per troy ounce with Bitcoin USD overlay. The two monetary alternatives to fiat currency. Both rallied hard from early 2024 to Bitcoin's October 2025 peak (gold up about 92 percent, Bitcoin about 177 percent), a clear synchronised debasement-positioning episode.
Crypto-equity ratios (3 charts)
MSTR / BTC ratio
MSTR · Daily · 2014+ · BTC treasury proxy
MicroStrategy share price divided by Bitcoin USD. The cleanest read on MSTR's premium-expansion-vs-BTC over time. Captures the ATM flywheel and convert-issuance regimes.
COIN / BTC ratio
COIN · Daily · Apr 2021+ · Infrastructure beta
Coinbase share price divided by Bitcoin USD. The cleanest publicly-traded crypto-infrastructure equity beta. Captures regulatory-news swings, ETF-launch tailwinds, and volume-vs-price divergences.
TLT / BTC ratio
TLT · Daily · 2014+ · Bonds vs hard money
iShares 20+ Year Treasury Bond ETF divided by Bitcoin USD. The cleanest single visualisation of the hard-money-vs-fiat-bond thesis. Long bonds have lost >99 percent of their purchasing power in BTC terms since 2014.
FX, metals, stablecoins + Australian markets (6 charts)
AUD/USD historical
AUDUSD=X · Daily · 2000+ · The currency layer
The single most important currency cross for every AU-resident investor. Drives the AUD value of US equity ETFs, Bitcoin USD, gold USD, and prop firm USD accounts. Chart range since 2006 on daily closes: 0.5743 (March 2020) to 1.1035 (July 2011).
USD/JPY and the yen carry trade
JPY=X · Daily · 2000+ · Carry trade gauge
Yen per US dollar, the main gauge of the yen carry trade. A sharp yen rally forces leveraged funds to sell risk assets, as in the August 2024 unwind when Bitcoin fell about 21 percent in a week. Range since 2000: 75.74 to 163.86.
Silver price and gold/silver ratio
SI=F · Daily · 2000+ · Precious metals
COMEX silver in US dollars per ounce with the gold/silver ratio in the daily reading. Series high US$115.08 in January 2026; ratio range since 2000 from 32 to 126.
Stablecoin supply
DefiLlama · Daily · 2020+ · Crypto liquidity
Total US-dollar stablecoin supply across every chain, plus the largest stablecoins. The cash leg of crypto: rising supply means new dollars arriving, falling supply means money leaving.
S&P/ASX 200
^AXJO · Daily · 2000+ · AU equity benchmark
The Australian equity benchmark. Heavily concentrated in financials and materials. Cycle markers from the 6,829 commodity peak (Nov 2007) to the 3,146 GFC trough (Mar 2009) to a record close of 9,272 in August 2026.
ASX 200 in BTC AUD
XJO / BTC AUD · Daily · 2014+ · Debasement view
ASX 200 divided by Bitcoin AUD. The 'measure things in BTC' debasement framing applied to Australian equity. The ratio has fallen about 99 percent since early 2014: the 'easy uptrend' of the AUD-quoted chart is largely AUD debasement, not real wealth accumulation.
Bonds (1 chart)
Bonds get one chart on this hub - the TLT / BTC ratio - because the hard-money-vs-fiat-bond thesis is the most important framing for the asset class. Other US bond charts (10Y, 2Y, 2Y/10Y curve, 30Y mortgage) sit on the /tools/macro/ hub as Fed-policy-transmission charts rather than market positioning charts.
Priced in Bitcoin: Australian-asset reframes (4 charts)
Four charts denominating Australia's largest household-wealth assets in Bitcoin. Property: Sydney + Melbourne + Australian-national median dwelling priced in BTC, sourced from CoreLogic Home Value Index quarterly anchors (extended with ABS dwelling-price growth after the last anchor) divided by BTC AUD. Gold: troy ounces of gold per Bitcoin, derived from Yahoo Finance gold spot + BTC USD. All on log Y-axis to capture the multi-cycle range. The hard-asset denomination view of what AUD-debasement has done to apparent Australian wealth-preservation assets when measured in the global supply-disciplined alternative.
Sydney median house in BTC
CoreLogic · Quarterly · 2014+ · Log scale
Sydney median dwelling price divided by BTC AUD spot. From about 1,323 BTC in Q1 2014 to about 11.5 BTC at today's price, a 99.1 percent decline in hardest-money terms. The harbour-capital debasement reframe.
Melbourne median house in BTC
CoreLogic · Quarterly · 2014+ · Log scale
Melbourne median dwelling priced in Bitcoin. From about 1,089 BTC in Q1 2014 to about 7.29 BTC at today's price, a 99.3 percent decline. Victoria-specific reframe of household property wealth.
Australian national house in BTC
CoreLogic 8-capital · Quarterly · National
The CoreLogic 8-capital-cities aggregate priced in Bitcoin. National hard-asset reframing of Australia's largest household-wealth pool. Matches the RBA / Treasury commentary framing.
Gold ounces per BTC
Yahoo Finance · Daily · 2014+ · Log scale
Troy ounces of gold per Bitcoin. From about 0.37 oz in September 2014 to about 19.74 oz on 8 October 2026, with a peak of 39.87 oz in December 2024. The hard-money-vs-hard-money comparison: digital scarcity vs physical scarcity.
The AU-investor framework
Use these charts in this order for portfolio decisions:
- AUD/USD. Always start here. The AUD value of every US-listed holding depends on this cross. The currency layer is regularly the dominant return component for 12-month windows.
- S&P 500 + BTC overlay. The global risk-asset regime read. Sustained S&P strength = risk-on; sustained weakness = risk-off. BTC tracks the same regime with higher amplitude.
- NASDAQ 100 + BTC overlay. The duration-sensitive read. NDX moves first on Fed policy expectations. NDX-BTC correlation higher than S&P-BTC.
- Gold + BTC overlay. The hard-money read. Both rally in fiat-debasement regimes. Use this as the cross-check for the BTC thesis - if gold is also expanding, the move is structural, not crypto-specific.
- ASX 200. The local benchmark for your AU equity exposure. Heavy financials/miners concentration; structurally light tech.
- ASX 200 in BTC AUD. The long-horizon wealth-preservation diagnostic. Tells you whether your AU equity is preserving real purchasing power against hard-supply digital money.
- TLT / BTC. The defensive-allocation diagnostic. Tells you whether your super-fund 'defensive' bond allocation is preserving real purchasing power.
- MSTR / BTC, COIN / BTC. The leveraged-and-infrastructure crypto-equity proxies. Useful when sizing direct equity exposure to the crypto theme vs spot BTC.
Methodology
Market series come from Yahoo Finance (the public query1.finance.yahoo.com/v8/finance/chart endpoint) and stablecoin supply from DefiLlama. An automated refresh runs twice a day (07:30 and 13:30 Sydney), the site rebuilds when the data changes, and the last good data is kept if a source fails. Ratio charts against Bitcoin USD use Yahoo's BTC-USD series. The ASX 200 in BTC chart divides by our Bitcoin AUD daily series, built from Bitstamp BTC/USD converted at the daily AUD/USD rate, with Kraken's native BTC/AUD prices for roughly the last two years. All charts include CBBI-style zoom (6M / 1Y / 3Y / 6Y / ALL), fullscreen view, and hover tooltips. Source code on GitHub.
Related
- US Macro Charts (FRED) - the US macro variables that move the markets above.
- Bitcoin & Crypto Charts Dashboard - 57 BTC and crypto indicators on one page.
- Trading Tools & Charts Suite - 100 free AUD-native tools, charts and calculators.