Sitemap - 2025 - Crypto is Macro Now
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