Remarks Delivered to No One in Particular
Remarks Delivered to No One in Particular, Somewhere Between the Third Coffee and the Fourth Refresh of the Deribit Options Board Here is the thing about a good story. You…
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Notes from the Desk of Someone Who Has Not Slept Since February 28th
Notes from the Desk of Someone Who Has Not Slept Since February 28th Confidential · Issue #48 · Monday, 23 March 2026 Situation Board · Bitcoin: ~$70K, down 3 straight days ·…
Fallen Angels 26-12 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
Someone who has been staring at TTF forward curves for six hours
INTERNAL MEMO — NOT FOR DISTRIBUTION TO: Anyone still paying attention FROM: Someone who has been staring at TTF forward curves for six hours RE: We are doing this again…
Cleanse Rearguard, the ability to survive Poison battles.
Hey everyone, it's been a while since I made a Splinterlands post and it's not that I've been playing less or don't have any topics to talk…
THE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSE
THE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSE March 21, 2026 Somewhere in a windowless room in Foggy Bottom, someone in their fifties is staring at a…
Europe Has Been Here Before. That's the Problem.
Europe Has Been Here Before. That's the Problem. March 20, 2026 The last time European gas storage sat at 29%, it was the autumn of 2021, and the continent was about to spend…
Notes Toward a Theory of Why Everything Fell Today
Notes Toward a Theory of Why Everything Fell Today Stream of consciousness recorded somewhere between the PPI print and the close 8:31 a.m. The BLS drops the February PPI and…
The Weekend That Ate the Playbook
The Weekend That Ate the Playbook February 28, 2026. A Saturday. US and Israeli jets are over Iran. Supreme Leader Khamenei is dead within hours. Over $128 billion in crypto…
The $1 Trillion Party Happening Downstairs
Internal Memo: Re: The $1 Trillion Party Happening Downstairs TO: Anyone still looking at both screens at once FROM: The part of your brain that notices things RE: The most…
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