Newsletter
The April 9 Blend
Digital Gold Jewelry, April Fools’ Liquidity, and CBDCs
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Waiting for the Powell Pivot? Watch This Indicator
Macro Update: The Market’s Ticking Time Bomb
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Web2 Refugees
A CPI index for the Web3 economy
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The Bluff That Broke the Dollar
Notes From the Lab: DXY Devaluation Paves the Way for Bitcoin Resurgence
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The Day I Almost Got Rekt
Token Insight: How USDC’s De-Peg Created a Synthetic Dollar
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The New Financial System
A CBDC Delivered by a Trojan Horse
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Powell’s Soft Landing Can’t Avoid the Turbulence Ahead
Macro Update: SVB, Inflation, and the Fed's Risky Flight Plan
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Arbitrum Exodus
Token Insight: Modeling ARB price
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Prepare for an Eruption of Bitcoin Volatility
Notes From the Lab: Bitcoin Isn't Playing by Last Year's Rules Anymore
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Sowing The Seeds of a Revolution
SVB, Retail Debt, and Repo Markets
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Greed Is Good (Sometimes)
Token Insight: The Hidden Advantage Fueling Frax's Rapid Growth Among LSDs
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Who's Bluffing, Crypto or the Dollar?
Notes From the Lab: The High-Stakes Showdown Between BTC and DXY