Predictions update – how did I do?
plus: Japan's stablecoin landscape, El Niño and more
“There is surely nothing quite so useless as doing with great efficiency what should not be done at all.” – Peter Drucker ||
Hello everyone!! I hope you’re all taking care of yourselves. Personally, I am not ready to embrace the halfway-through-the-year mark, not even close. I know that all years move fast (especially at my age), but I’d really like this one to slow down a bit.
📽 Come join myself and Izabella Kaminska later today for the second livestream of Monetary Forces! Details below. 📽
Production note: this newsletter will be taking a break on Friday.
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IN THIS NEWSLETTER
Japanese stablecoins warming up?
Predictions update – how did I do?
Term of the day: El Niño
Crypto is Macro Now offers ~daily commentary and updates on the overlap between the crypto and macro landscapes. Plus links and more.
If you’re a premium subscriber, thank you so much!! ❤
WHAT I’M WATCHING:
✨Podcast: Monetary Forces ✨
Later today at 4pm CEST / 10am EST, Izabella Kaminska and I will be livestreaming episode 2 of our pilot seasonal Monetary Forces podcast, where we look at the impact of new technologies on the financial and economic landscape.
I’m going to dive into the “moneyness” of stablecoins, and how I’m changing my mind on that. Plus, we’ll discuss a couple of key headlines and reports from the past few days.
If you missed our first episode, you can catch up here.
Here’s the link to the livestream – I hope to see you there! https://open.substack.com/live-stream/255145
Japanese stablecoins warming up?
It’s rare these days for a stablecoin launch to drastically change an entire ecosystem – but that’s what happened in Japan last week, with the launch of JPYSC.
This is a big deal for several reasons:
