Articles / Threads Topics
Thread/article topics by Illya Gerasymchuk: monetary policy, liquidity plumbing, financial market structure, commodities, Bitcoin, crypto markets, machine learning and agentic AI.
Russian macro, CBR policy, and why sanctions didn't break it.
Machine learning, AI, and quantitative modeling workflows for finance and markets.
DXY, dollar dominance, FOREX, and reserve currency dynamics.
M2, credit flows, and the hidden force behind asset prices.
BTC cycles, ETFs, institutional adoption, and macro context.
PBoC, the renminbi, capital controls, and Chinese macro.
Macro hedge, miners, and the psychology of precious metals.
Repo, collateral, clearing, and how money actually moves.
Volatility, price action, and the gold-silver ratio.
Commodity markets: metals, energy, agriculture, and miners/producers across the cycle.
Bond yields, debt dynamics, auctions, and market signals.
The ECB, Euro, EU regulations, and European markets.
Central banks, interest rates, QE/QT, and what drives markets.
Regulation, securities law, Basel, and legal frameworks.
Strategy/MicroStrategy financials, debt, Bitcoin treasury, leverage, business model, and MSTR as a BTC proxy.
Real-world assets on-chain and tokenized securities.
Central bank digital currencies and the future of money.
Property, mortgages, leverage, and the credit machine.
USDC, USDT, reserves, and the crypto dollar system.
zkSNARKs, zkSTARKs, privacy, and verifiable computation.
Distributed ledgers, consensus, L1/L2, and smart contracts.
Trade policy, trade wars, and second-order market effects.