Where finance and media intersect with reality.
Can it really be true that most economists analyzing China don’t understand this?
The popular perception that China is a beneficiary of rising bullion prices overlooks that it is the one that needs the metals for financing. The true market signal is that rebalancing is near.
Friday’s de-pegging of Ethena’s USDe rocked crypto markets and came as if out of the blue. With more than 72 hours to gather intel and
Looks like it was a close one for the Delta-One coins like Ethena’s USDe.
Odds and ends we’ve spotted throughout the week.
Plus, Hyperliquid’s Jeff Yan argues perps are superior instruments. Meanwhile, tokenized deposits dealing in stablecoins are coming to Japan.
The Genius Act is about more than separating credit functions from payment float. It’s a form of forward guidance that says, ‘You can trust us, because we have an intent to peg. ‘
The fight over whether stablecoins should hold all assets in unremunerated reserves at the BoE heats up. Plus, SWFs are getting into stablecoins.
The stablecoin duopoly era is coming to an end. Plus, Delta One makes an appearance.
Here’s our rundown of last week’s Token 2049 gathering in Singapore.
Hi everyone — Dario here. The deluge of AI-driven news means that once-respectable fields like geopolitical analysis, once handled by a few competent individuals (and
As perpetual futures edge into the mainstream, they stand to reshape dollar funding markets in unexpected ways.