Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Analysis: Our eToro IPO Primer, a global neobroker with $300MM in profit
April 17, 2025, 1:17 p.m.
AI: How Stripe, Block, and PayPal are using Model Context Protocol
April 15, 2025, 2:09 p.m.
Analysis: The $10T cost of ChatGPT's economic advice, and AI governance
April 10, 2025, 1:39 p.m.
DeFi: MicroStrategy's $35 Billion circular Bitcoin Bet
April 8, 2025, 5:16 p.m.
Podcast: Reinventing Traditional Services through Modern Platforms, with David Snider CEO of Harness Wealth
April 4, 2025, 2:03 p.m.
Analysis: Our Circle IPO Primer, $1.6B revenue reaching for $10B valuation
April 3, 2025, 1:05 p.m.
Fintech: Klarna IPO Primer; will it reach $30B?
April 1, 2025, 1:23 p.m.
Investing 101: DeFi Fixed Income Yields
March 27, 2025, 5:27 p.m.
Podcast: How Metronome is Building the Revenue Engine for AI, with CEO Scott Woody
March 25, 2025, 3:10 p.m.
Analysis: How to evaluate a Stablecoin deal, from Stripe to MoonPay
March 20, 2025, 2:03 p.m.
AI: Is CoreWeave’s $35B IPO an AI Hyperscaler or a GPU Debt Trap?
March 18, 2025, 5:35 p.m.
DeFi: Coinbase looks to the Future(s)
March 12, 2025, 2:08 p.m.
Podcast: Building a Trustless Supercomputer for Web3 and AI, with Arweave's Founder Sam Williams
March 10, 2025, 3:31 p.m.
Analysis: Will Fintech Deregulation make up for a $1.5T Hit to the Economy?
March 7, 2025, 3:12 p.m.
Fintech: Are Bank of America’s stablecoin plans a sign that incumbents are winning?
March 4, 2025, 3:52 p.m.
Analysis: How bad is the $1.5B Bybit exploit by North Korea
Feb. 27, 2025, 3:50 p.m.
Podcast: The Virtual Card Revolution Powering $7 Billion in Transactions, with Extend CEO Andrew Jamison
Feb. 24, 2025, 3:11 p.m.
Analysis: Is Kelsier's $200MM insider trading scandal the next FTX?
Feb. 19, 2025, 2:11 p.m.
AI: The secret AI supercomputers powering XTX Markets and DeepSeek’s trading empires
Feb. 18, 2025, 3:01 p.m.
Podcast: How Sei is Breaking Ethereum's Limits with Co-Founder Jayendra Jog
Feb. 14, 2025, 3:02 p.m.
Analysis: THORChain’s ride from $90B in Swaps to $200MM in bad debt
Feb. 13, 2025, 3:33 p.m.
DeFi: $14B Ondo launches L1 chain for tokenized assets with industry backing
Feb. 11, 2025, 5:25 p.m.
Fintech 101: Neobanks
Feb. 5, 2025, 3:03 p.m.
Fintech: Can Musk's X Money power $8B in payments and save X/Twitter?
Feb. 3, 2025, 2:44 p.m.
Analysis: Learning from the $500B AI crash and 1873 Railroad Bond panic
Jan. 30, 2025, 3:58 p.m.