Sitemap - 2026 - Crypto is Macro Now
Bitcoin and the quantum threat
Russia’s evolving crypto narrative
The China question, consumer sentiment and mixed messaging
WEEKLY - Digital currencies, shifting trade, and audits
Trade fragmentation and digital currencies
A stablecoin yield compromise?
Market manipulation and weirdness
WEEKLY - stablecoin risks, DeFi friction
EU tokenization and wholesale CBDC
Conflict complications and crypto
WEEKLY - US bank deceit vs Hong Kong's DLT embrace
A year ago: a different type of turmoil
Stablecoin rewards and bank deceit
Roundup: Stablecoins and deposit tokens
WEEKLY - stablecoins + the new financial landscape
Kraken, the Fed and the new payments landscape
Stablecoin liquidity: the risk to banks
WEEKLY - securities vs money, TradFi vs DeFi
Tokenized money market funds get more money-like
The window of pre-mortem thinking
The tariff shift: what, why and how
TradFi embraces DeFi? Not quite.
Chinese New Year: risk and opportunity
WEEKLY - China, tokenization, stablecoins
Roundup: big tokenization moves
Stablecoins and the new Gresham’s Law
No, China is not banning tokenization
Identity, Japan, markets, sentiment and more
WEEKLY - market rout + Bretton Woods III
What a difference a year makes
WEEKLY - a roundup of stablecoin stories
The dollar’s drop: part of the plan
NYSE vs Nasdaq on tokenization design
WEEKLY - Stablecoins are not all about dollarization
Stablecoins and geopolitics in Africa and the ME
Davos: The circularity of recognition
WEEKLY - the message in the regulatory drama
The sausage, the capture and cash equivalence
The Fed onslaught has some nuance
The febrile landscape and the market reactions
WEEKLY - resolutions and dominoes
China’s digital yuan changes shape
The newsletter's New Year Resolutions