1️⃣
Strategy / MSTR
Strategy/MicroStrategy financials, debt, Bitcoin treasury, leverage, business model, and MSTR as a BTC proxy.
2025-11-16 – 2025-11-24
6 threads
2️⃣
Gold
Macro hedge, miners, and the psychology of precious metals.
2023-12-11 – 2025-11-23
30 threads
3️⃣
Financial Plumbing
Repo, collateral, clearing, and how money actually moves.
2024-10-27 – 2025-11-23
29 threads
4️⃣
Financial Law
Regulation, securities law, Basel, and legal frameworks.
2024-10-27 – 2025-11-23
22 threads
5️⃣
Bitcoin
BTC cycles, ETFs, institutional adoption, and macro context.
2023-05-10 – 2025-11-20
20 threads
6️⃣
Europe & EU
The ECB, Euro, EU regulations, and European markets.
2025-04-03 – 2025-11-17
10 threads
7️⃣
Russia & Ruble
Russian macro, CBR policy, and why sanctions didn't break it.
2025-03-21 – 2025-11-14
13 threads
8️⃣
US Dollar
DXY, dollar dominance, FOREX, and reserve currency dynamics.
2024-12-02 – 2025-11-14
18 threads
9️⃣
Monetary Policy
Central banks, interest rates, QE/QT, and what drives markets.
2025-04-21 – 2025-11-14
20 threads
🔟
Silver
Volatility, price action, and the gold-silver ratio.
2025-04-04 – 2025-11-14
10 threads
1️⃣1️⃣
China & Yuan
PBoC, the renminbi, capital controls, and Chinese macro.
2025-04-23 – 2025-11-10
4 threads
1️⃣2️⃣
Tokenization & RWA
Real-world assets on-chain and tokenized securities.
2023-05-10 – 2025-10-30
6 threads
1️⃣3️⃣
US Treasury
Bond yields, debt dynamics, auctions, and market signals.
2025-04-10 – 2025-10-29
11 threads
1️⃣4️⃣
Global Liquidity
M2, credit flows, and the hidden force behind asset prices.
2025-06-16 – 2025-10-24
28 threads
1️⃣5️⃣
CBDCs
Central bank digital currencies and the future of money.
2025-08-25 – 2025-10-04
4 threads
1️⃣6️⃣
Real Estate
Property, mortgages, leverage, and the credit machine.
2025-08-02 – 2025-09-29
6 threads
1️⃣7️⃣
Stablecoins
USDC, USDT, reserves, and the crypto dollar system.
2025-08-09 – 2025-09-28
3 threads
1️⃣8️⃣
Zero-Knowledge Proofs
zkSNARKs, zkSTARKs, privacy, and verifiable computation.
2024-04-13 – 2025-08-19
9 threads
1️⃣9️⃣
Blockchain
Distributed ledgers, consensus, L1/L2, and smart contracts.
2023-05-10 – 2025-08-19
7 threads
2️⃣0️⃣
Tariffs
Trade policy, trade wars, and second-order market effects.
2024-12-02 – 2025-08-11
4 threads
