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Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
stablecoin inflows lower 3M Treasury bill yields, while outflows raise yields by a larger amount
USD cross-border bank credit grew by $800 billion in Q1 2025
credit continues to expand in the non-financial sector as well
by "central bank" I'm frequently referring to the broader set of the legal framework behind the macro monetary policy
outstanding cross-border bank credit reached a record of $34.7 trillion
weaker US dollar means more USD credit issuance abroad - here's why
ECB recorded an €8 billion loss in 2024 - what happens in that case?
🇯🇵 Yen's exchange rate stabilization is a responsibility of the Minister of Finance (MoF)
Bitcoin is still in a weekly uptrend it must either go up or down to ≈$109500 - a strong weekly support
duration matching protects solvency and liquidity when yields shift
All time high for gold incoming…
⚡️ Crypto market cap down 2.6% today
USD is the world's reserve currency, but what does that mean?
🤯 Gold may just go straight to $3500 in the next few hours #6
gold tariffs means more upside price pressure
added Transport Layer Security for Internet of Things/TLS for IoT master thesis page
central banks will continue to buy gold #2
now imagine when credit institutions can tokenize new credit and allow automated stablecoin issuance backed by that credit
'The market is never wrong' #7
Bad news for #USD 👎
how banks work? bank's business model is very simple:
🚀 added threads to my posts/thoughts & now you can read them as articles
🇨🇳China has been increasing their gold reserves YTD
🇺🇸 USD dominance is alluring, accounting for ≈70% of currency usage worldwide
to lower the mortgage rates the Fed can purchase agency MBS - likely they did in QE 1 2008