In today’s note:
In a hyper-financialised world, is bitcoin a lead indicator of global liquidity conditions?
US$74,500 - a massive level for bitcoin
The Technology of War - Guns vs Spears
Pause for Effect - the ceasefire as a prelude to the final act? - are markets too relaxed?
Update on The Clarity Act
Aave - sorting out its problems
Doctor Bitcoin
Back in the…
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