The Blind Spot’s daily Discord linkfests
All the news the TBS Discord community has flagged as notable over the past 24 hours.
Stablecoins, scarce reserves, and the end of intraday liquidity complacency
A new BIS Working Paper is pitching “auction-based liquidity saving mechanisms” as the solution to upcoming intraday liquidity stresses.
The Blind Spot’s daily Discord linkfest
The first edition of our new automated Blind Spot aggregation post.
The Blind Spot’s editorial conference 22/12/25
After an initial tech snafu, our experimental morning editorial conf finally got underway. Topics covered today: Privateers, shadow finance, property rights, and casinos.
The Blind Spot in 2026
Some thoughts on what lies ahead, plus some reflections on the past three years.
ANALYSIS: A shadow dollar interest rate is being born
The question is, when will markets notice?
Could Trump be the President of UFO disclosure?
Could we soon find out the truth behind the UFO/UAP mystery? So believes the hype-wave swarming over the UFO community online, as numerous events have coalesced into a broad sensation that long-awaited “disclosure” may finally happen. We’re not so sure ourselves. Disclosure is the magic word that, for UFO believers, means an unveiling of humanity’s […]
Messengers of perception: Inside the campaign to reshape the UFO narrative
“Sorry, these aren’t my updated slides,” murmurs the speaker as she furiously bashes the clicker forward and backward. Each projection is packed with a ceremonial parade of corporate jargon, nonsensically placed directional arrows, and action-oriented buzzwords. Defeated but unperturbed by the mix-up, the woman strides over for a sip of water to await a technical […]
The man with the shadow bullion bank
Theories about why Tether is piling into gold abound. But there’s no mystery. Basel III has constrained bullion banks, leaving ample opportunities for non-banks, especially as arbitrages open up.
The Blind Spot’s Xmas dinner debate
Join us to chat stablecoins, statecraft, and the future of money with finance author Felix Martin, stablecoin entrepreneur Tony McLaughlin, and fintech expert David Birch.