The Superplanet Gambit: Metaplanet's USD Liquidity Trap or the Next Evolution of Corporate Bitcoin Treasury?
Everyone is watching the price of Bitcoin. No one is watching the plumbing....
Macro related articles
Everyone is watching the price of Bitcoin. No one is watching the plumbing....
The market is quietest when it is most dangerous. Over the past 90 days,...
Over the past 48 hours, a peculiar silence settled over the crypto market. As...
The MoU expired on a Tuesday. No fanfare. No extension. Just a deadline that...
The timestamp is July 2026. The number is -0.6%. US retail sales have fallen...
Hook: Price Action Anomaly Yesterday, Iran’s Revolutionary Guard Corps vowed...
The market’s first real signal didn’t come from a Federal Reserve statement o...
Trump's August 2026 statement—'the U.S. cannot allow Iran to have nuclear...
The 30-day rolling correlation between Bitcoin and the 10-year U.S. Treasury...
Hype is the signal; silence is the warning. The S&P 500 closed at an all-time...
The average directional index (ADX) for Bitcoin just touched 17.8. A two-year...
On November 1, 2024, Sergei Lavrov rejected a ceasefire. The code of the glob...
Ignore the press release. Look at the numbers. On June 17, 2025, Metaplanet, ...
Hook While the market fixates on Bitcoin’s next halving cycle and the ETF...
The New York Federal Reserve released its quarterly report on household debt...
On August 12, 2025, the U.S. Energy Information Administration (EIA) released...
The Bureau of Labor Statistics dropped a bombshell: nonfarm payrolls turned...
Ignore the price. Watch the flow. China's central bank has been buying gold f...
The market is holding its breath. Not for a protocol upgrade, not for a hack,...
On August 9, the market received a data point. Not from a Chainlink price fee...
On August 9, the U.S. State Department notified Congress that it intends to...
Hook On May 12, 2026, the oil market dropped on a headline that, on its face,...
The SEC filing landed on a Tuesday. Twenty-five billion dollars in notes—a...
The market is sniffing a dovish pivot. Another soft payrolls print, another...
On August 7, UBS Chief Investment Officer Ulrike Hoffmann-Burchardi and her...
Most people believe a soft jobs report is bearish for risk assets. It is not....
The Federal Reserve Bank of St. Louis president, Alberto Musalem, chose New...
The last time Tokyo and Washington coordinated on foreign exchange, the yen d...
The Saudi crown prince issued a public warning to the US president against...
Since January 2020, I have kept a private list of numbers the market rarely...
Over the past seven days, the largest company in the modern financial system...
The US PCE deflator printed negative in June. Core PCE rose 0.1%...
Over the past quarter, the credit default swap market has begun to whisper...
Hook Onshore yuan dropped 85 pips against the USD from Monday night's close. ...
The chart whispers before the market screams — and yesterday, the whisper was...
Visa claims to have deployed Anthropic's 'Claude Mythos' for code vulnerabili...
CENTCOM's precision strikes on Iran-backed groups in Iraq are not your typica...
We don't do quiet days in crypto. But this morning, the block height felt...
Hook: The Data That Shattered the Narrative On the 29th of July, 2024, a quie...
The probability of a rate hike sits at a mere 38% on CME FedWatch, a...
Binance bStocks passed xStocks by $10 million in AUM. Read that again. Savour...
The code is silent, but the ledger screams. On August 28, 2026, the CME...
Over the past month, HTX processed a surge in perpetual contract volume for...
On Wednesday, the market priced a 38% chance of a 25-basis-point rate hike....
On March 14, 2026, Mirae Asset Securities issued a report that sent ripples...
The July 28, 2025 meeting between Israeli PM Netanyahu and President Trump wa...
Hook July 29, 2025. KOSPI opens, and the tape screams green. Samsung...
Markets love regulatory clarity, but clarity isn't always bullish. On January...
Hook Bitcoin dropped 5% in forty minutes last Tuesday. No exchange hack. No...
Stripe's chief economist dropped a statement that should rattle every AI-toke...
Greed
Market Sentiment
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Block reward halving event
92 million ARB released
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Team and early investor shares released
Improves data availability sampling efficiency
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