Auto Added by WPeMatico

Bob Murphy: Gold is preferred over Bitcoin in economic uncertainty, central banks are ending dollar hegemony, and the US is losing its superpower status | The Pomp Podcast

In times of economic uncertainty, gold is often preferred over Bitcoin as a safe haven asset. The global economic landscape is shifting towards a multipolar world, diminishing the US's role…

Continue ReadingBob Murphy: Gold is preferred over Bitcoin in economic uncertainty, central banks are ending dollar hegemony, and the US is losing its superpower status | The Pomp Podcast

Dan Awrey: Legacy banking faces disruption from digital payment demand | Macro Musings

Historical banking practices have created a path dependency that affects modern payment systems. Good money is defined by law and institutions, while good payments are defined by technology and governance…

Continue ReadingDan Awrey: Legacy banking faces disruption from digital payment demand | Macro Musings

Robert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices

Tariffs continue to play a significant role in US economic policy, contributing to market volatility. Despite high tariffs, the US economy has demonstrated resilience and adaptability. A three-tier tariff structure…

Continue ReadingRobert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices

CZ: Optimizing trading software boosts efficiency, FPGAs outperform custom silicon in trading, and the Bitcoin white paper’s clarity drives adoption | All-In

Optimizing trading software requires eliminating database lookups and simplifying computations for speed and efficiency. Custom silicon is challenging in high-frequency trading due to rapid algorithm changes. FPGAs balance efficiency and…

Continue ReadingCZ: Optimizing trading software boosts efficiency, FPGAs outperform custom silicon in trading, and the Bitcoin white paper’s clarity drives adoption | All-In

Jeff Currie: Copper signals economic growth, hoarding drives commodity prices, and dedollarization reshapes investment strategies | Odd Lots

Copper is viewed as the ultimate industrial metal, reflecting economic growth, while gold primarily serves as a store of value. The simultaneous rise in copper, silver, and gold indicates a…

Continue ReadingJeff Currie: Copper signals economic growth, hoarding drives commodity prices, and dedollarization reshapes investment strategies | Odd Lots

Noah: Crypto faces a crisis of faith demanding productivity, Theia’s long-only strategy amid limited token supply, and the rising importance of narratives in attracting capital | Empire

Crypto is facing a crisis of faith, needing increased productivity to outperform traditional markets. Theia operates as a liquid fund, focusing solely on long positions without holding cash. Current market…

Continue ReadingNoah: Crypto faces a crisis of faith demanding productivity, Theia’s long-only strategy amid limited token supply, and the rising importance of narratives in attracting capital | Empire

Mike Ippolito: 2025’s crypto paradox, Ethereum’s future dominance, and the rise of real-world assets | Bankless

The crypto market in 2025 was a paradox, being both the best and worst year, reflecting mixed investor sentiments. A predictable maturity curve is emerging in the crypto market, indicating…

Continue ReadingMike Ippolito: 2025’s crypto paradox, Ethereum’s future dominance, and the rise of real-world assets | Bankless

Michael Lewis: The NFL’s scarcity drives fan loyalty, why quality and exclusivity matter in podcasting, and how constraints fuel innovation | Acquired

The scarcity of NFL games enhances their event-driven nature, boosting their overall value. Quality and scarcity are essential for building a successful podcast. Embracing constraints can lead to innovative and…

Continue ReadingMichael Lewis: The NFL’s scarcity drives fan loyalty, why quality and exclusivity matter in podcasting, and how constraints fuel innovation | Acquired