206 Articles 0 Followers
26 May 2026 1 minute read 0 comments ☑️0🆇D̺͈͙͕̿ͧ̑ͣ🅰🆅🅸🅳eͤ
The narratives surrounding the upcoming IPOs of SpaceX, Anthropic and OpenAI are superficially different but converge on some structural themes: a hunger for AI/Deep Tech exposure and the transformation of IPOs from simple financial events to "geopol...
5 May 2026 2 minute read 1 comment ☑️0🆇D̺͈͙͕̿ͧ̑ͣ🅰🆅🅸🅳eͤ
These are some of the protocols I'm farming in DeFi to receive airdrops. I'm not a big fan of points campaigns, but many protocols have shifted toward this narrative. What will we see? xStocks (NASDAQ partnership), which has updated the points system...
24 Apr 2026 2 minute read 0 comments Perfectionist25
AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...
6 Apr 2026 6 minute read 0 comments Perfectionist25
Last week's main macro story was the fierce clash between geopolitical supply shocks and risk appetite. The war between the US and Iran sent crude oil prices soaring to $112 a barrel, creating significant market volatility. Fears of a prolonged confl...
30 Mar 2026 8 minute read 1 comment Perfectionist25
Last week's macroeconomic theme revolved entirely around the escalating war in the Middle East and its devastating effects on energy supply and inflation. As US and Israeli operations against Iran entered their fourth week, the closure of the Strait...
16 Mar 2026 2 minute read 0 comments Digital Dividend
For decades, the global financial system was a series of walled gardens. If you wanted to trade Apple stock, you went to the Nasdaq during New York business hours. If you wanted to trade Bitcoin, you went to a crypto exchange. If you wanted to move c...
12 Mar 2026 2 minute read 7 comments ☑️0🆇D̺͈͙͕̿ͧ̑ͣ🅰🆅🅸🅳eͤ
Will the future of Wall Street be on-chain in DeFi? According to Nasdaq, there's a high probability, given its partnership with xStocks: a tokenized stock infrastructure developed by crypto exchange Kraken together with issuing company Backed, with t...
10 Mar 2026 8 minute read 0 comments Perfectionist25
Last week's macroeconomic agenda was shaped by the sharp tension between growth and inflation. US and Israeli attacks on the Iranian mullah regime and the de facto blockade of the Strait of Hormuz rapidly pushed oil prices higher. Brent crude finishe...
24 Feb 2026 2 minute read 1 comment Perfectionist25
Artificial intelligence, the hottest topic of the last two years, is now burning investors' hands, causing the market to shift towards alternative options. There's a very clear flow of money from technology-heavy stocks to older industrial stocks. Th...
18 Feb 2026 4 minute read 1 comment Perfectionist25
January's employment data came in strong, inflation cooled, and markets relaxed. But the 2025 revision showed that the job market is much weaker than we thought. Annual employment growth was reduced from +584K to +181K. NFP and CPI are now just noise...
