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