“All opinions are not equal. Some are a very great deal more robust, sophisticated and well supported in logic and argument than others.” – Douglas Adams
Hi everyone, and happy Friday! What a strange, fragmented week… Apart from vet visits and related issues, my concentration yesterday was punctuated by fighter jets screaming overhead as the Air Force practices for the military parade on Monday for our Día de la Hispanidad. Beautiful, but distracting.
I do plan to publish on Monday despite the holiday, but I will have to skip Tuesday.
Yesterday, I shared the latest episode of Stablecoins Around the World, in which I look at Switzerland. If you missed it, you can watch that here.
IN THIS NEWSLETTER
A look-back: October 2022
Crypto is Macro Now offers ~daily commentary and updates on crypto’s evolving role in the changing geopolitical and financial landscapes. Plus links and more.
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Most of the move in prediction market odds for a Democrat win in the Senate midterms came in two weeks: the week after US crude topped $90/bbl following strikes on Iran, and the week to Sept 17, when Democrats took the lead.
Full report: Prediction markets and a live read on the US midterms
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WHAT I’M WATCHING
A look-back
As I mentioned last week, Crypto is Macro Now is now FOUR YEARS OLD! Over the past 1,157 posts, I’ve covered industry drama, constructive progress, tortuous legislation, geopolitical shenanigans, and plenty of market ups and down, all with the goal of figuring out how crypto fits into the changing global landscape. The format has evolved, I’ve tried some things, changed my mind occasionally, added some stuff. I’m pleased that I’ve been consistent in publishing, with days off here and there – the only time I skipped a post without notice was when we lost electricity during our nationwide blackout last year. I’ve come to accept that this newsletter often goes out later in the day than I’d like, but my priority is learning and sharing, and it’s been fun.
And I plan to continue doing it for as long as I have readers and stamina. There is still so, so much to cover, and the timeline is accelerating.
Next week, I’ll share some of what I’ve learned about newsletter writing – what works for me, what doesn’t, what I most struggle with, and so on. I’ll also have a think about my big takeaways from the past four years – there’s a lot to condense.
Today, I want to look back at what I was writing about four years ago; this sort of exercise is useful to gauge how far we’ve come, and also where little has changed.
