Circle's 40-Market Gamble: USDC Is Betting Its Future on Geography, Not Code
Jeremy Allaire stood up in Bangkok and said it out loud. Forty markets. No...
Weekly
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0xCred
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2026-10-18
#a
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Demand Exceeds Supply: The CoWoS Ceiling and the Decentralized Compute Mirage"
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BullBoy
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The 0.67% Tell: Autopsying a $43.86M ETH Short on Hyperliquid"
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Anthropic's $2 Trillion IPO: The Circular Loop That Doesn't Close
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Coinbase's SPCXc Tokenized SpaceX Stock Surges to $6.6M in DEX Volume — But Here's What the Headlines Miss
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Revolut's KYC Breach: When A Government Email Is Just A Costume
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The Man Who Profited From Europe's Pain: What Chris Foster's Exit From Citadel Really Signals
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The Hawkish Echo: Macklem's Rate Warning and the Stress Test Crypto Forgot to Price
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Russia's $46B Crypto Gambit: Sberbank's Prediction Is a Policy Signal, Not a Market Forecast
The Hook Sberbank, Russia's largest state-controlled financial institution,...
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The single-chip narrative is a distraction. The real war is being fought in t...
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Hook Over the past three months, the Federal Reserve, OCC, and FDIC have...
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The Signal in the Short: Decoding Burry's Bet Against the AI Narrative Machine
Hook: The Signal in the Short Michael Burry added to his short positions...
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TD Securities Sees Fed Holding Rates Through 2026: What the Market Misses
The Signal Buried in the Source A curious thing happened this week. A two-lin...
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The air in Hong Kong's convention center was thick with something I haven't...
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