Governments vs. Networks: The Battle for the Soul of Finance
Governments have significant discretion over economics and finance today, but decentralized network-driven alternatives threaten that control.
The Breakdown
The Decade of the Living Dead: How Zombie Companies Are Robbing Tomorrow’s Economy
The percentage of companies that can’t afford to pay the interest on their debt has reached a new all-time high in the wake of central bank intervention.
The Business of Geopolitical Competition
As Oracle wins a bid for TikTok US, a look at how tech competition, culture competition and currency competition shape the business of geopolitics.
Is Being the ‘Saudi Arabia of Money’ Good for America?
A reading of “How to Diagnose Your Own Dutch Disease,” a look at the problems of America’s dollar trade.
The Raw, Savage Capitalism of Open-Source Protocols
Recapping the biggest stories of the week, including Joe Biden’s China plan, a market holding pattern and, of course, the strange competitive saga of SUSHI.
The Raw, Savage Capitalism of Open-Source Protocols
Recapping the biggest stories of the week, including Joe Biden’s China plan, a market holding pattern and, of course, the strange competitive saga of SUSHI.
‘As Toppy as It Gets’: Metals, Bitcoin and Fiat’s Race to the Bottom, Feat. Tavi Costa
The Crescat Capital portfolio manager gives his take on the flashing macro warning signals and why it is an explosive moment for gold, silver and (potentially) bitcoin.
How Monetary Policy Undermined American Resilience
A legacy of artificially low interest rates is not just the death of savings, but a forced buying into the perpetual growth machine of financial asset prices.
‘Absolute Raging Mania’: Famed Investor Druckenmiller Thinks 10% Inflation Is Possible
The Hedge Fund legend says in a new interview the Federal Reserve’s policies have created a massive asset bubble while making both inflation and deflation more likely.
Why Bitcoin Investors Aren’t Worried About This Price Pullback
Critiques of correlation between bitcoin and equities miss the fact that bitcoin adoption within traditional markets has been driven by a fiat collapse concern.
