Meta Just Lit a New Fuse
Meta's Muse puts agentic AI in front of 3.6B users. The obvious winners get the headlines. The real bottleneck sits somewhere nobody's talking about.
Digital Asset Yield & Strategy
All in Yield →Is the HYPE Run Actually Over?
HYPE pulled back 15% from ATH to ~$62. Most are calling top, but HIP3 priority fees, HIP4 volumes, and a Coinbase-driven buyback say the setup is stronger than the chart suggests.
Thoughts: First ever Kevin Warsh FOMC as FED Chair
The Fed's new stance on forward guidance has significant implications for traders and investors.
US · Korea · Japan & Regional Equities
Browse all equities →Meta Just Lit a New Fuse
Meta's Muse puts agentic AI in front of 3.6B users. The obvious winners get the headlines. The real bottleneck sits somewhere nobody's talking about.
The Compute Shift Nobody's Talking About
Pre-training compute at Anthropic and OpenAI collapsed from 60% to 7% in two years. Post-training now dominates — and it demands a completely different hardware stack. Here's where I'm looking.
The KV Cache Shift Nobody's Pricing
DeepSeek and Kimi just slashed KV cache requirements by orders of magnitude. Anthropic and OpenAI seem to be taking a different path. The memory stack winners and losers are about to reshuffle.
Macro & Market Structure
All in Macro →The 30-Year Is Screaming. Are You Listening?
US 30-year yields just hit their highest since 2007. Here's how I'm repositioning across duration, mega-cap quality, financials, data centers, housing, and gold — plus the August-September catalysts that decide the next leg.
Thoughts: First ever Kevin Warsh FOMC as FED Chair
The Fed's new stance on forward guidance has significant implications for traders and investors.
More from the Archive
Older posts →
Jun 25
Is the HYPE Run Actually Over?
Markets
Jun 25
The Mag7 Trade Everyone Gave Up On
US Equities
Jun 23
The AI Bottleneck Nobody's Watching
Markets
Jun 23
KOSPI 10% Flush: What should we do?
KR Equities
Jun 22
The next big theme
US Equities
Jun 20
Thoughts: First ever Kevin Warsh FOMC as FED Chair
Macro