Browse Illya's microblog thoughts by topic across gold, Bitcoin, liquidity, FX, policy, law, and more.
Live commentary on gold prices, miners and macro catalysts.
Analysis of silver prices, volatility and the goldβsilver ratio.
Metals, energy and miners/producers β commentary in real time.
BTC cycle, ETF, miner and macro-relationship commentary.
Insights on yields, curve shifts, auctions and US debt dynamics.
Commentary on trade measures, retaliation and market spillovers.
FX, DXY and dollar-liquidity commentary in real time.
Macro, FX and policy commentary on China and the renminbi.
Euro, ECB, EU regulatory and European-market commentary.
Macro updates on RUB, CBR decisions, sanctions and reserves.
Updates on interest rates, QE/QT and global monetary policy.
Repo, collateral, clearing and market-infrastructure commentary.
Commentary on regulatory, securities and banking law developments.
Commentary on TGA, RRP, credit and global liquidity conditions.
Equity, treasury and leverage insights for Strategy/MicroStrategy.
Insights on housing, CRE, mortgages and property-as-collateral.
Updates on tokenized bonds, funds and real-world asset platforms.
Coverage of stablecoin reserves, flows and regulatory developments.
Legal, technical and policy developments in central bank digital currencies.
Coverage of L1/L2 infrastructure, consensus and scalability.
zkSNARK, zkSTARK and ZK application commentary.