The signals from NATO

plus: the dark side of crypto, markets, macro and more

“If you change the way you look at things, the things you look at change.” – Wayne Dyer ||

Hi everyone! I hope you’re all doing well and taking care of yourselves.

Some big news!!! This newsletter HAS A SPONSOR!! 👇👇 A big shoutout to the team at crypto data platform Allium – they provide the data and visuals for the Visa stablecoin dashboard that I often share here, and of course their full product suite goes much, MUCH deeper. It’s worth checking out. More information below.

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PUBLISHED IN PARTNERSHIP WITH: ✨ALLIUM✨

Allium provides blockchain data and analytics for institutions and fintechs, helping teams generate key insights from on-chain activity. Leaders like Visa, Stripe, and Grayscale rely on Allium to power mission-critical analyses and operations.

For more information: www.allium.so.

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IN THIS NEWSLETTER:

• The signals from NATO

• The dark side of crypto

• Macro-Crypto Bits: markets, consumer confidence, Powell

If you’re not a premium subscriber, I hope you’ll consider becoming one! You get ~daily commentary on markets, tokenization, regulation and other signs that crypto IS impacting the macro landscape. As well as relevant links and music recommendations ‘cos why not.

WHAT I’M WATCHING:

The signals from NATO

Last week, I wrote about the waning relevance of the G7 as an example of how the “old order” is fading.

Now, we get to see a similar but higher firepower example at the NATO summit in the Netherlands.