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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.…
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