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The Bluff That Broke the Dollar
Notes From the Lab: DXY Devaluation Paves the Way for Bitcoin Resurgence
JJ the Janitor
Mar 30
32
15
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The Bluff That Broke the Dollar
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The Day I Almost Got Rekt
Token Insight: How USDC’s De-Peg Created a Synthetic Dollar
Kodi
Mar 26
12
4
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The Day I Almost Got Rekt
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The New Financial System
A CBDC Delivered by a Trojan Horse
Ben Lilly
Mar 24
20
9
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The New Financial System
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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
TD
Mar 21
9
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Powell’s Soft Landing Can’t Avoid the Turbulence Ahead
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Arbitrum Exodus
Token Insight: Modeling ARB price
Ben Lilly
Mar 20
14
7
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Arbitrum Exodus
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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
JJ the Janitor
Mar 16
25
5
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Prepare for an Eruption of Bitcoin Volatility
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Sowing The Seeds of a Revolution
SVB, Retail Debt, and Repo Markets
Ben Lilly
Mar 12
30
9
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Sowing The Seeds of a Revolution
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Greed Is Good (Sometimes)
Token Insight: The Hidden Advantage Fueling Frax's Rapid Growth Among LSDs
Kodi
Mar 7
12
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Greed Is Good (Sometimes)
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Who's Bluffing, Crypto or the Dollar?
Notes From the Lab: The High-Stakes Showdown Between BTC and DXY
JJ the Janitor
Mar 2
33
13
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Who's Bluffing, Crypto or the Dollar?
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February 2023
The Twin Brothers Behind Inflation
Macro Update: Which Metric Is Better, CPI or PCE?
TD
Feb 28
13
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The Twin Brothers Behind Inflation
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Crypto Manifest Destiny
Notes From the Lab: The Last Line of Resistance Separating BTC and ETH From the Promised Land
JJ the Janitor
Feb 23
23
12
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Crypto Manifest Destiny
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ESG: Extreme Shortage Guaranteed?
Macro Update: Sri Lanka’s Food Crisis Is a Sign of What's to Come
TD
Feb 21
16
2
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ESG: Extreme Shortage Guaranteed?
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