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Bitcoin's Sad Little Waiting Room
Somebody remind me again why we all agreed digital gold doesn't need a central bank's permission to move. Because right now Bitcoin is sitting at sixty-four grand, down from…
🎙️ Ciencia y Realidad EP-029 – Antimateria y Materia: Los Espejos del Universo
En este episodio nos adentramos en uno de los conceptos más fascinantes de la física moderna: la antimateria. Por cada partícula de materia existe una antipartícula con…
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't.
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody go find whoever wrote the 2021 whitepaper explaining why bitcoin was "digital gold" and ask them to…
Bitcoin Was Supposed to Be Here for This
Bitcoin Was Supposed to Be Here for This This is the week the hedge-fund narrative was supposed to prove itself, and it collapsed instead. Run the checklist. War in the Gulf…
RATES STRATEGY
RE: The silence isn't working Somebody needs to say plainly what the desk has been dancing around all week: Kevin Warsh built a monetary policy framework on the premise that a…
Buy bitcoin signal
Should one buy bitcoin? Charts look good recently. Monke's Signal Arena built on Emblem. Post your trading calls on-chain. Back the callers you believe in with real SOL — sent…
Digital Gold, Actual Gold, and the Gap Between Them
Date: July 24, 2026 This is not the letter I wanted to write this quarter, but the data forces the issue, so let's deal with it directly. Brent crude has moved 36% higher this…
Long End Duration Exposure — Q3 Review
RE: Long End Duration Exposure — Q3 Review Someone needs to explain to the desk why we keep modeling the 30-year as a rates trade when it has behaved, for six months running…
History doesn't repeat, but the 1970s are sending invoices
History doesn't repeat, but the 1970s are sending invoices. Oil at $91, semis ripping higher, Trump slapping 50% tariffs on Canadian staples while U.S. strikes hit double digits…
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