Devs are the new oil.

RTing for visibility. 🫡🇮🇷⚔️

“Ethereum was not created to make finance efficient or apps convenient. It was created to set people free” This was an important - and controversial - line from the Trustless Manifesto ( https://t.co/1F1Fe9OQPh ), and it is worth revisiting it and better understanding what it

BANKS: BACK TO THE FUTURE The Senate confirmed Travis Hill to lead the FDIC and Michael Selig as Chair of the CFTC. Both are big wins for innovation in banking and financial markets. I’d been writing op-eds about how bananas American banking & securities policies were the

i wrote about millennial memelord munitions manufacturer palmer luckey; the rise of defense tech as leaders become more hardcore, right-leaning, iconoclastic, and unapologetic; and how he told you so. 1/

The Fed May Have Just Begun a Never-Ending Program to Monetize Debt… Why Are You Selling? https://t.co/CP0SkQszFs "I cannot believe people are selling stocks and Bitcoin after what happened on Wednesday… a historic sea change in U.S. monetary policy."   Don’t overcomplicate

Here you go, my friends: Paradigm A: The 2020–21 lurching into fiscal dominance which helped catalyze the geopolitically driven supply-demand imbalance in the US Treasury bond market that is likely to persist – and widen – throughout the duration of this Fourth Turning.

Crypto is "Boring" because it's Maturing, and the painful transition is just beginning. Who is staying and who is moving on... CT is down because the easy money is gone. When they say crypto is "boring," they mean it’s becoming serious. The era of easy scams, TGEs with no

Yup. Time to roll those sleeves up!

Here's my conversation with Irving Finkel, a scholar of ancient languages and Mesopotamian history. He specializes in deciphering cuneiform tablets from Sumerian, Akkadian, Babylonian, and Assyrian contexts. He became widely known for studying a tablet with a Mesopotamian flood

Crazy how broken market structure has been ever since 10/10 We’re back to 2018 Bart Simpson reruns type shit again Really does feel like some durable damage was made to market makers

Someone should do an urgent review of all the categories of goods where China's share of global production exceeds its general share of global manufacturing (around 1/3) for weaponization risks (h/t @halobrief for the chart) 1/2

So Powell is just gonna rip $40b a month of bill purchases into April when he’s done and ride off into the sunset huh

🎙️NEW POD: The Global Economy Runs on Perpetual Stimulus We Cover: 🔸 The return of U.S. monetary expansion 🔸 Canada’s fragility but potential comeback 🔸 The evolution of risk taking in fixed income 🔸 Portfolio construction in a stimulus-driven world 🔸 Gold, oil &

I wrote about how remarkable it is that the term "shadow banking" has fallen completely out of favor even as the actual business has grown enormously and is now an important part of the regulated bank biz: https://t.co/1bp8La3UnC

Excellent piece from Blackrock on the investment outlook, co-authored by Rick Rieder, one of the contenders to succeed Powell as Fed Chair. "The challenge for investors is reconciling the huge capital spending plans with their potential AI revenues. Will their orders of

Today we announce a $300 million investment to expand our Louisiana shipyard. Working alongside state and local officials, including @LAGovJeffLandry and @LEDLouisiana this expansion will add more than 300,000 sq.ft. of production capacity and 1,500 new jobs, strengthening the

Worth (re)reading.

14/ our salvation lies in: ENERGY. COMPUTE. CRYPTO. it is truly that simple.

I don't know who needs to hear this, but the "yen carry trade" is no longer a risk and hasn't been for a minute.

https://t.co/WcPzVq1cT7