Four Phases of Gold Over Half a Century
Central bank gold flows over 50 years show four phases: post Bretton Woods demonetization, coordinated sales under CBGA,…
Insight layer
Insights
Long-form notes on blockchain, AI, and business — signal over noise.
Michael Saylor: The Next Decade Is a Digital Gold Rush
Saylor sees 2025–2035 as the decade of the digital gold rush—an era of explosive innovation, volatility, and outsized we…
Canton Network Explained: A Privacy-First Institutional Layer-1 Blockchain
Canton Network bridges TradFi and DeFi with privacy by design Daml smart contracts, GSF governance, and institutional ad…
Alibaba Cloud RWA & Stablecoin Summit VIP Dinner Keynote
A 10 minute CXO briefing on "Cloud Rises, All Things Grow": U.S. strategic moves, RWA and stablecoin scale, and how Ali…
Bitcoin: Not Just a Currency, but a Declaration of Freedom
A Cornell–HRF Global Bitcoin Adoption Index study across 25 countries and 25,000 people shows BTC as financial freedom t…
The GENIUS Act & the New East India Company: How Dollar Stablecoins Challenge Fiat and the Nation-State
U.S. stablecoin legislation as a modern charter company: hyper dollarization, a parallel dollar rail, open vs permission…
At BTC's New High, Marking the End of the Inscription Era
From Ordinals and BRC 20 to Runes, Atomicals, CAT20, RGB++, and Alkanes—a builder's autopsy of Bitcoin inscription proto…
Stablecoins Cannot Be the Pillar of the Future Monetary System
BIS 2025 Annual Economic Report Ch. III: stablecoins fail singleness, elasticity, and integrity tests versus two tier ce…
Tether: The Stablecoin King's Global Ambitions
From Bankless: $13.7B profit, $155B in assets, 450M users, $125B in Treasuries, and a Genius Act compliance path—Tether …
Infrastructure Tokenization: Potential and Challenges
World Bank report summary: tokenizing infrastructure equity/debt for liquidity and transparency—regulatory gaps, case st…
From Paper to Blockchain: Evolution of Trading Systems and the Outlook for RWA Tokenization (Long Read)
Electronic trading cut costs and boosted liquidity vs. paper markets; RWA tokenization may repeat that leap with 24/7 gl…
Warren Buffett's Bitcoin Quotes
Buffett has long criticized Bitcoin, but his 2025 shareholder meeting remarks were more measured. This article compiles …