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.
Macro updates on RUB, CBR decisions, sanctions and reserves.
Analysis of silver prices, volatility and the goldβsilver ratio.
Repo, collateral, clearing and market-infrastructure commentary.
Updates on interest rates, QE/QT and global monetary policy.
Euro, ECB, EU regulatory and European-market commentary.
FX, DXY and dollar-liquidity commentary in real time.
Commentary on regulatory, securities and banking law developments.
BTC cycle, ETF, miner and macro-relationship commentary.
Commentary on TGA, RRP, credit and global liquidity conditions.
Commentary on trade measures, retaliation and market spillovers.
Equity, treasury and leverage insights for Strategy/MicroStrategy.
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.
Legal, technical and policy developments in central bank digital currencies.
Coverage of L1/L2 infrastructure, consensus and scalability.
zkSNARK, zkSTARK and ZK application commentary.