“When liberty is mentioned, we must always be careful to observe whether it is not really the assertion of private interests which is thereby designated.” – Hegel ||
Hi everyone, and Happy Friday!! I hope you’re all doing ok – the past couple of days have been quite something.
Today’s newsletter is LONG – but since I missed yesterday, I figure it averages out. And this week has been a major turning point. Much to discuss.
Because the tariff news is all-consuming for now, I’ve left out the usual Macro-Crypto Bits section – there will hopefully be sufficient attention space to bring it back on Monday!
IN THIS NEWSLETTER:
Liberation Day: the wheels came off
The details
The reaction
What I may be missing
What this could mean for crypto
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WHAT I’M WATCHING:
The wheels came off
One advantage of not publishing yesterday is that I’ve had some time to digest the tariff news, reflect and search for a positive spin.
Only, I can’t find one. And I’m a congenitally optimistic person.
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