# mnav (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover mnav. Page: Feed: --- ## [I Asked AI to Evaluate Breakthroughs in My PhD Research](https://antongolub.substack.com/p/i-asked-ai-to-evaluate-breakthroughs) _2026-08-02 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ After 15 years building companies, I went back to the 3 mathematical results I was proudest of ## [Concentration. Leverage. Volatility.](https://antongolub.substack.com/p/concentration-leverage-volatility) _2026-07-31 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ How Situational Awareness went from +439% after fees to near permanent capital impairment in five weeks ## [Strategy’s Bitcoin Flywheel Has Entered Its Liability-Management Phase](https://antongolub.substack.com/p/strategys-bitcoin-flywheel-has-entered) _2026-07-27 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ MSTR common is now backstopping STRC - and the $15 billion funding wall is starting to appear in weekly capital allocation. ## [Only 1 out of 4 Dubai residents owns property: how Tribe is building regulated access to real estate - podcast with Sebastian Agren (COO & Co-Founder of Tribe)](https://antongolub.substack.com/p/3-out-of-4-dubai-residents-do-not) _2026-07-19 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Why tokenization only works when legal ownership, investor demand, valuation, regulation, and a real secondary market are built together. ## [I explain why Bitcoin dropped below $60,000 - 3 biggest liquidity channels disappeared at same time](https://antongolub.substack.com/p/i-explain-why-bitcoin-dropped-below) _2026-06-30 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ ETFs are redeeming, Strategy is defending its balance sheet, and stablecoin liquidity is shrinking. ## [$1.7 trillion traded on dYdX: Charles d’Haussy (CEO of dYdX Foundation) on decentralized markets, perps, and 24/7 finance](https://antongolub.substack.com/p/16-trillion-traded-on-dydx-charles) _2026-06-24 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Why decentralized exchanges, self-custody, and 24/7 derivatives are becoming part of the next market-structure upgrade. ## [Dubai puts Real Estate ownership on-chain: PRYPCO General Manager Joseph El Am on tokenization in Dubai & UAE](https://antongolub.substack.com/p/dubai-puts-real-estate-ownership) _2026-04-11 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ How Dubai is building tokenized real estate infrastructure: onboarding, compliance, liquidity, and investor rights that actually work ## [$338.7 billion in MENA crypto activity: why Zand Bank is a key bank for serious crypto firms in UAE - podcast with Michael Chan (CEO of Zand Bank)](https://antongolub.substack.com/p/3387-billion-in-mena-crypto-activity) _2026-02-08 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Stablecoins, custody, tokenized assets - inside Zand Bank ## [RWA Tokenization in UAE: What Asset Owners and Issuers Need to Know in 2026](https://antongolub.substack.com/p/rwa-tokenization-in-uae-what-asset) _2026-02-03 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Execution lessons from structuring a gold-backed, yield-bearing RWA program in UAE. ## [$266 billion in October: how Deribit runs world’s largest crypto options exchange - podcast with Luuk Strijers (CEO of Deribit)](https://antongolub.substack.com/p/266-billion-in-october-how-deribit) _2026-01-17 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Why BTC options dominate, what DVOL products mean, and how Coinbase changes distribution. ## [Countdown to Getting Paid (Sponsored)](https://crawlproof.com/a/nB9mpwKGz04a) _2026-01-17 · **Sponsored**_ Create a shareable wallet timer — deposits buy back time and pay debt down ## [You asked me to explain why Strategy’s common stock (MSTR) should trade at discount to its “BTC per share” intrinsic value.](https://antongolub.substack.com/p/you-asked-me-to-explain-why-strategys) _2025-11-28 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Bitcoin per Share Lies About Who Owns the Stack - BTC-Backed Preferreds Eat Into MSTR’s “Pure” Bitcoin Exposure ## [Ripple raises $500 million at insane $40 billion valuation - is IPO next step?](https://antongolub.substack.com/p/ripple-raises-500-million-at-insane) _2025-11-05 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Cap table cleaned; Fortress, Citadel, Galaxy in - Ripple IPO coming next? ## [UAE telco operator du launches Bitcoin cloud mining for all residents!](https://antongolub.substack.com/p/uae-telco-operator-du-launches-bitcoin) _2025-11-02 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ UAE-first, telecom-grade Bitcoin mining - regulated, local, live by du ## [Wall Street thinks Strategy’s shares will double - you need to be ultra delusional to believe that](https://antongolub.substack.com/p/wall-street-thinks-strategys-shares) _2025-11-01 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Vol gone. mNAV ≈1. Issuance dead. Strategy doing 2x is fantasy. ## [Europe to launch CBDC for retail in 2029](https://antongolub.substack.com/p/europe-to-launch-cbdc-for-retail) _2025-10-31 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Digital Euro is surveillance coin - PR mask, zero privacy, zero redemption ## [MetaPlanet is borrowing against their Bitcoin to fix price collapse they caused.](https://antongolub.substack.com/p/metaplanet-is-borrowing-against-their) _2025-10-28 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ $500 million BTC-backed buybacks to push mNAV \>1 - damage control, not conviction. ## [Why Does Retail Misunderstand Digital Asset Treasuries (DATs)?](https://antongolub.substack.com/p/why-does-retail-misunderstand-digital) _2025-10-25 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ DATs sell optionality; hedge funds trade gamma; retail buys illusion. ## [Hype around Digital Asset Treasuries (DATs) is slowly coming to an end](https://antongolub.substack.com/p/hype-around-digital-asset-treasuries) _2025-10-20 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ mNAV = 1.16. Volatility dead. ATM sales dilute. Strategy stalls. DAT hype is over. ## [Retail investors lost $17 billion buying Bitcoin Treasury companies](https://antongolub.substack.com/p/retail-investors-lost-17-billion) _2025-10-18 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ You didn’t buy Bitcoin, you bought hedge fund products - mNAV magic is over ## [Crush Every Threat in Real Time (Sponsored)](https://crawlproof.com/a/VK58x0cdhFmY) _2025-10-18 · **Sponsored**_ One agent for real-time detection, exposure tracking, and active defense. ## [Dubai became the world’s largest regulated crypto market](https://antongolub.substack.com/p/dubai-became-the-worlds-largest-regulated) _2025-10-16 · Anton Golub · Anton Golub Newsletter - Digital Assets, Crypto & Regulation_ Dubai.: Vision first, Infrastructure next, Integration at scale. AED 2.5 Trillion flow and 40+ licenses, in 3 years.