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Illya Gerasymchuk
Entrepreneur / Engineer

πŸ’­ Thoughts Topics Directory πŸ’­

Browse Illya's microblog thoughts by topic across gold, Bitcoin, liquidity, FX, policy, law, and more.

1️⃣
MicroStrategy (MSTR) analysis

Equity, treasury and leverage insights for Strategy/MicroStrategy.

2025-05-27 – 2025-11-24 7 thoughts
2️⃣
Gold market analysis

Live commentary on gold prices, miners and macro catalysts.

2023-03-12 – 2025-11-23 100 thoughts
3️⃣
Financial plumbing updates

Repo, collateral, clearing and market-infrastructure commentary.

2024-07-01 – 2025-11-23 128 thoughts
4️⃣
Bitcoin market analysis

BTC cycle, ETF, miner and macro-relationship commentary.

2023-03-12 – 2025-11-21 104 thoughts
5️⃣
Europe & Eurozone analysis

Euro, ECB, EU regulatory and European-market commentary.

2024-06-07 – 2025-11-17 27 thoughts
6️⃣
Financial law analysis

Commentary on regulatory, securities and banking law developments.

2024-10-27 – 2025-11-15 52 thoughts
7️⃣
Russia & ruble analysis

Macro updates on RUB, CBR decisions, sanctions and reserves.

2025-03-21 – 2025-11-14 55 thoughts
8️⃣
US dollar & DXY analysis

FX, DXY and dollar-liquidity commentary in real time.

2023-03-11 – 2025-11-14 77 thoughts
9️⃣
Central bank policy analysis

Updates on interest rates, QE/QT and global monetary policy.

2023-03-13 – 2025-11-14 76 thoughts
πŸ”Ÿ
Silver market analysis

Analysis of silver prices, volatility and the gold–silver ratio.

2025-04-04 – 2025-11-14 40 thoughts
1️⃣1️⃣
China & yuan analysis

Macro, FX and policy commentary on China and the renminbi.

2025-04-04 – 2025-11-14 31 thoughts
1️⃣2️⃣
Real estate market analysis

Insights on housing, CRE, mortgages and property-as-collateral.

2025-07-30 – 2025-11-04 30 thoughts
1️⃣3️⃣
RWA tokenization analysis

Updates on tokenized bonds, funds and real-world asset platforms.

2023-05-10 – 2025-10-30 35 thoughts
1️⃣4️⃣
US Treasury market updates

Insights on yields, curve shifts, auctions and US debt dynamics.

2024-06-02 – 2025-10-29 73 thoughts
1️⃣5️⃣
Stablecoin market analysis

Coverage of stablecoin reserves, flows and regulatory developments.

2023-03-10 – 2025-10-29 22 thoughts
1️⃣6️⃣
Tariff and trade policy analysis

Commentary on trade measures, retaliation and market spillovers.

2024-12-02 – 2025-10-22 40 thoughts
1️⃣7️⃣
CBDC policy analysis

Legal, technical and policy developments in central bank digital currencies.

2024-04-28 – 2025-10-18 20 thoughts
1️⃣8️⃣
Global liquidity analysis

Commentary on TGA, RRP, credit and global liquidity conditions.

2023-03-11 – 2025-09-26 127 thoughts
1️⃣9️⃣
Blockchain infrastructure analysis

Coverage of L1/L2 infrastructure, consensus and scalability.

2023-05-10 – 2025-08-28 45 thoughts
2️⃣0️⃣
Zero-knowledge proof updates

zkSNARK, zkSTARK and ZK application commentary.

2023-05-10 – 2025-08-19 72 thoughts