Sitemap - 2025 - Crypto is Macro Now
What BTC volatility has to do with silver
WEEKLY - What Bitcoin is not, why young frustration matters
DTCC and the incumbents vs innovators debate
What the young are telling us and why we have to listen
New charters and banking upheaval
WEEKLY - the CFTC, China, India
India: a CBDC-friendly stablecoin
The CFTC opens big crypto doors
The global shift and why it matters for crypto
WEEKLY - Sony, the NYFed, euro stablecoins
Citi: Blockchain in the Background
Amundi’s tokenization: the hidden story
Sony’s stablecoin: some interesting threads
China and stablecoins: there’s more
WEEKLY - fiscal dominance, CBDCs in the Middle East
The deeper issue in the Fed Chair selection
Why the gulf between sentiment and economic activity matters
Stablecoins: When is a dollar not a dollar?
We need this narrative shakeout
JPMorgan: banking goes onchain
WEEKLY - central banks + BTC, stablecoins + geopolitics
The silver lining in the market rout
The SEC and crypto assets: new definitions, new markets
The geopolitics of stablecoin demand
Market relief but with caution
WEEKLY - digital euro + Bitcoin mood
Apollo Global: from onchain funds to onchain lending
The stablecoin scramble: Canada, UK, Switzerland
More roadblocks for the digital euro
The Supreme Court and tariffs: volatility ahead
Why we won’t get a digital euro
The G2 Summit + the FOMC surprise
Bitcoin’s 4-year cycle: a drag on the price?
Zelle + stablecoins: it’s the utility, not the tech
Trade optimism boosts overconfident markets
WEEKLY - Chinese stablecoins, machines, NFTs
Onchain capital raises: the market trend I’m waiting for
Why the gold correction is good news
Blurring boundaries: crypto assets and NFTs
No, the PBOC is not banning stablecoins
WEEKLY - power grabs, wholesale CBDCs
EU wholesale CBDCs and diplomatic spats
WEEKLY - sanctions and stablecoins
Stablecoins, CBDCs and a unified European market
The slippery slope: politics and debt
WEEKLY - Crypto in Q4, Tether + Rumble
Tokenization in Q4, BTC momentum
Tether+Rumble, stablecoins as money
What’s ahead for the crypto market in Q4
WEEKLY - digital euro, gold, crypto use
The FOMC statement – not what it seems
Finally, some regulatory convergence?
Military drills and futile sanctions
An antidote to repression and chaos
WEEKLY - the new geopolitical landscape
The CPI debate: did tariffs hurt?
The new geopolitical map takes shape
Labour data: Forget what you saw
Tempo and permissionless: words matter
A scene change: Central banks and stablecoins
Stablecoins: the Korean dilemma
What does GPS jamming have to do with gold?
WEEKLY - the misdirect: inflation and mortgages
A different type of military parade
It’s not socialism, it’s capitalism
The digital euro and the ECB’s desperate PR campaign
Powell pivots, markets shift, macro moves
WEEKLY - stablecoins, layer-1s, CME tokenization
Make-or-break in Alaska: why it matters
Big-name layer-1s + tokenization
What an end to the war could mean for markets
WEEKLY - Hong Kong, stablecoins and more
Why the tariff chaos matters for crypto
Permissioned stablecoins: why?
Hong Kong’s stablecoin geopolitics
NFPs: the drama and the overreaction
WEEKLY - the biggest week for crypto
Project Crypto: Even more than expected
No, CBDCs aren’t “stabilizing forces”
Big crypto market structure changes and why they matter
The EU deal: the end of the beginning, or the beginning of the end?
Institutional tokenization with a twist
Tariffs: the noise is the signal
WEEKLY - ETH ETFs, GENIUS, Citi stablecoin
ETH ETF staking proposals highlight a bigger issue
China: not the stimulus you’re looking for
WEEKLY - historical utility tokens + Korean stablecoins
China vs US: the distraction of noise
Trade confusion deepens, complacency holds
South Korea's stablecoin frenzy
Robinhood and the sector shift
Markets and macro: relief for now
WEEKLY - digital euro, China + crypto
BIS: Stablecoins should make way for CBDCs
Crypto and China + in from the margins
The race to the digital euro is getting tense
WEEKLY - stubborn fearmongering
The US dollar has some problems
“Free banking” is not a threat
Crypto risks and ownership in Europe
The G7 swings, roundabouts and balancing act
WEEKLY - The case against stablecoins
Wages of war and market hegemony
DeFi Day, and South Korea's shift
WEEKLY - drama, deficits and stablecoins
What the latest political plot twist means for markets
Upping the stakes: a new wave of financial innovation
Should stablecoins be “money”?
Market narratives: boats in a hurricane
WEEKLY - Stablecoins, BTC, gold
Stablecoins, real estate tokens, inflation
A huge tariff change + BTC vs gold
[CORRECTION] Stablecoins and the innate control reflex
Stablecoins and the innate control reflex
Stablecoin stress, geopolitics and markets
Stablecoins, banks and signals
When Bitcoin’s narratives merge
Good news for stablecoins and crypto
Moody markets and political trends
Tariffs, currencies and crypto
Stablecoins + fintech, open banking + crypto
US inflation: the split reaction
Trade deals: disappointing and hopeful
Tariffs, currencies and crypto: speculation or escape?
Stablecoins, Treasury + the crypto bill
A new wave of retail crypto giants
WEEKLY - SWIFT-busters and stablecoin strategies
GDP misdirection and policy errors
The SWIFT-busters are gathering
A stablecoin engine + crypto funding
WEEKLY - The goal, the mess, and crypto
Currencies and crypto: Taking advantage of chaos
Assault on the Fed: smokescreen or scapegoat?
Inflation expectations: it’s all in the wording
Off to a bad start, but here’s the plan anyway
Macro, tariff realignment and more
WEEKLY - fake reprieves, weak bases
AUDIO - tariff and market mayhem
Traditional safe havens go haywire
The reprieve that isn’t really
Between the cracks, the bigger picture emerges
Two wolves: trade is bad vs high yields are bad
Why the tariffs will be temporary
WEEKLY - Liberation Day, chaos, crypto
Liberation Day: chaos, markets and crypto
AUDIO - GDP growth, France shock, trade realignment
Liquidity squeeze, French shock, Chinese trade
US growth, market drivers, geopolitics
WEEKLY - It's a Pact, not an Accord
American exceptionalism + geopolitics
The stablecoin frenzy is getting started
It’s a Mar-a-Lago Pact, not an Accord
The security blunder wake-up call
Deregulation resistance, and the slide into autocracy
WEEKLY - What institutions building crypto services want
Institutions and crypto: Gaps rather than barriers
The Fed offset, and SOL futures
WEEKLY - Markets: the dog that didn't bark
AUDIO - digital euro, market mood
Tokenization update: private credit, cost savings and gold
Markets: The dog that didn’t bark
The digital euro: more smokescreens
Institutional crypto: from a trickle to a stream
WEEKLY - the shocks of the week
WEEKLY: good news from the SEC, and stablecoins
AUDIO - markets, regulation and stablecoins
Crypto markets: A pause, but why?
Lessons from a hack, and Germany scrapes through
WEEKLY - five years ago, things changed
Why Germany’s election matters
Glimmers of institutional momentum
AUDIO - Ukraine, markets, a bit of history and more...
Five years ago today, things changed
WEEKLY - the CBDC veil, tokenization rules
CBDC update: the EU, Russia, Thailand and a sector survey
A year ago: tokenization, metaverse and a BTC breakthrough
The gold market is inefficient
WEEKLY: Stablecoins on Bitcoin
AUDIO - Signals from the US Treasury: good for crypto
Signals from the US Treasury: good for crypto
Regulation update: where to even start…
AUDIO - Stablecoins on Bitcoin
Tariffs and the impact on the BTC outlook
WEEKLY: Money <> securities, central banks <> BTC
AUDIO - FOMC, central banks and BTC
AUDIO - Circle and Hashnote: melding money and securities
Circle and Hashnote: melding money and securities
The perils of concentration, and the opportunities in the cracks
WEEKLY - the Davos shift, and why it matters for crypto
AUDIO - SAB 121 repealed, a Bitcoiner leads the Senate Subcommittee, the Crypto Executive Order
SAB 121 repealed, a Bitcoiner leads the Senate Subcommittee, the Crypto Executive Order
AUDIO - Trust: more than just surveys
AUDIO - Davos still matters for crypto, just not the way you think
Davos still matters for crypto, just not the way you think
AUDIO - The token to trump them all: industry impact
The token to trump them all: industry impact
WEEKLY - investment advisers' crypto fears
Tokenization update: Luxembourg, fractional bonds, new chains and more
AUDIO - The global crypto scramble
Stable prices, or stable inflation?
What are investment advisers afraid of with crypto?
WEEKLY - China’s evolving crypto policy
AUDIO - China’s evolving crypto policy
China’s evolving crypto policy