Browse Illya's microblog thoughts by topic across gold, Bitcoin, liquidity, FX, policy, law, and more.
Machine learning and AI commentary across modeling, validation, and deployment workflows.
BTC cycle, ETF, miner and macro-relationship commentary.
Equity, treasury and leverage insights for Strategy/MicroStrategy.
Live commentary on gold prices, miners and macro catalysts.
Commentary on TGA, RRP, credit and global liquidity conditions.
Macro, FX and policy commentary on China and the renminbi.
Repo, collateral, clearing and market-infrastructure commentary.
Macro updates on RUB, CBR decisions, sanctions and reserves.
FX, DXY and dollar-liquidity commentary in real time.
Insights on yields, curve shifts, auctions and US debt dynamics.
Analysis of silver prices, volatility and the goldβsilver ratio.
Metals, energy and miners/producers β commentary in real time.
Commentary on trade measures, retaliation and market spillovers.
Euro, ECB, EU regulatory and European-market commentary.
Updates on interest rates, QE/QT and global monetary policy.
Commentary on regulatory, securities and banking law developments.
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.