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Most Bitcoin Is Lost From a False Sense of Security | Parker Lewis
First Principles: Parker Lewis, author of Gradually, Then Suddenly, joins Cam Stromme to rebuild Bitcoin custody from the ground up in the aftermath …
1 month, 2 weeks ago
Nobody Was Ready for What Bitcoin Just Did
The Last Trade: Bitcoin just posted its second best week since February 2021, up about 24% from roughly 62,000 to a high near 80,000, and Brian calls…
1 month, 2 weeks ago
Druckenmiller Just Called Out His Old Friend at the Treasury
Stanley Druckenmiller just used a Wall Street Journal op-ed to publicly break with his old friend and former Soros Fund Management colleague, Treasur…
1 month, 2 weeks ago
Bessent Just Doubled Treasury Buybacks - Did Something Break?
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Presented collaboratively b…
1 month, 3 weeks ago
Don't Believe Your Lying Eyes
The Treasury just told markets not to trust their own eyes. Jackson Mikalic, Michael Tanguma, and Liam Nelson put four stories on the clock. They bre…
1 month, 3 weeks ago
Bitcoin Just Got What It Waited 5 Years For
The Last Trade: the US Treasury just doubled its long-dated debt buybacks, turning a $2B daily cap into a $4B daily floor, and long yields fell, gold…
1 month, 3 weeks ago
Mamdani Is Just the Beginning
The United States just crossed the $40 trillion debt milestone, and new Treasury data shows foreign buyers pulling back. Jackson Mikalic, Michael Tan…
1 month, 3 weeks ago
Gen Z Just Made Polymarket Its Retirement Plan
Gen Z is moving money out of the stock market and into sports betting. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four sto…
2 months ago
BlackRock Just Came for Your Cold Storage
The Last Trade: BlackRock just cut the IBIT in-kind conversion minimum from $25M to $1M, and Jackson, Michael, and Brian ask whether the post-Cold Ca…
2 months ago
Saylor Sold & Trump Media Just Bought Over 4,000 Bitcoin
Michael Saylor's Strategy is selling Bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Mich…
2 months ago