Bitcoin Fell $57K and All We Got Was This Lousy Solar Eclipse
Bitcoin Fell $57K and All We Got Was This Lousy Solar Eclipse Bitcoin is down 46% from its all-time high of $126,210 in October. Let that sit with you for a second. Not 4%. Not…
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The Moment We All Stopped Believing in Safety
The Moment We All Stopped Believing in Safety Monday morning. Coffee's cold. You're checking your phone for the third time. Gold was at $5,600. Silver was at $121. Bitcoin…
REGULATORS LOVE CRYPTO NOW (A Fever Dream While Your Bitcoin Gets Liquidated)
REGULATORS LOVE CRYPTO NOW (A Fever Dream While Your Bitcoin Gets Liquidated) So the CFTC just handed 35 seats to crypto CEOs. Coinbase is on the Innovation Advisory Committee.…
When Relief Meets Reckoning: The Strange Peace of February
When Relief Meets Reckoning: The Strange Peace of February The strangest thing about this week wasn't the numbers. It was the silence that followed them. On Wednesday…
The Velocity of Confidence Collapse (A Pattern Recognition Exercise)
MEMO: RE: The Velocity of Confidence Collapse (A Pattern Recognition Exercise) TO: Anyone still reading earnings calls instead of order flow FROM: The desk DATE: Feb 13…
THE WHIPSAW NOBODY WANTED: A BRIEF MEDITATION ON BROKEN RISK MODELS
THE WHIPSAW NOBODY WANTED: A BRIEF MEDITATION ON BROKEN RISK MODELS So Wednesday morning the jobs report lands at 8:30 a.m. like a meteorite nobody ordered. 130,000 new jobs.…
How to Pretend You're Cutting Rates While Cutting Nothing
How to Pretend You're Cutting Rates While Cutting Nothing It's fascinating, in the way a slow-motion train wreck is fascinating, to watch the Federal Reserve play 4D chess with…
The Carry Trade Is Melting: Why Japan's Bond Rout Isn't Just a Tokyo Problem
The Carry Trade Is Melting: Why Japan's Bond Rout Isn't Just a Tokyo Problem The pattern here is unmistakable if you know how to read it. In January 2025, the Bank of Japan…
WHEN THE LANDSLIDE COMES TO TOKYO
WHEN THE LANDSLIDE COMES TO TOKYO A letter on cycles, concentration, and what the market is finally learning to do. On February 8th, Japan's Prime Minister Sanae Takaichi…
The $200 Billion Reckoning: How Big Tech Decided to Gaslight the Entire Market at Once
The $200 Billion Reckoning: How Big Tech Decided to Gaslight the Entire Market at Once Let me get this straight. Amazon announced a $200 billion AI spending plan and tanked 9%…