thauerbyi in #waivio • 21 hours agoThe Unseen Pivot: When Bitcoin Miners Started Building the FutureThe Unseen Pivot: When Bitcoin Miners Started Building the Future The best story in markets this week barely made headlines. So let's talk about what CleanSpark and the other…thauerbyi in #waivio • 2 days agoThe Government Shutdown Nobody's Bothering to Notice (And Why That's Dangerous)The Government Shutdown Nobody's Bothering to Notice (And Why That's Dangerous) The U.S. federal government has been partially shut down for nearly a month. We're now in the…thauerbyi in #waivio • 3 days agoThe Arithmetic of Empires: When $38 Trillion Becomes Just A NumberThe Arithmetic of Empires: When $38 Trillion Becomes Just A Number We crossed a threshold on October 22nd that historians will probably use as a reference point, though nobody…thauerbyi in #waivio • 4 days agoThe Wait for Xi: A Friday Morning Fever DreamThe Wait for Xi: A Friday Morning Fever Dream Or: How I Learned to Stop Worrying and Love the Trade War Meetings That Might Not Happen It's Friday morning and the market has…thauerbyi in #waivio • 5 days agoWhy Your Safe-Haven Hedge Just Told You It's Not Actually SafeINTERNAL MEMO TO RISK COMMITTEE RE: Why Your Safe-Haven Hedge Just Told You It's Not Actually Safe FROM: Portfolio Management DATE: October 23, 2025, 11:47 PM…thauerbyi in #waivio • 6 days agoTHE PRIVATE CREDIT PARALLAX: When Central Bankers Say "Alarm Bells," They Mean ItTHE PRIVATE CREDIT PARALLAX: When Central Bankers Say "Alarm Bells," They Mean It On Tuesday, Andrew Bailey stood before Parliament and told lawmakers that "alarm bells" were…thauerbyi in #waivio • 7 days agoWhen Crypto Stopped Being Fringe (And We Stopped Noticing)When Crypto Stopped Being Fringe (And We Stopped Noticing) Bitcoin is $110,000. 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A…thauerbyi in #waivio • 11 days agoMEMORANDUMMEMORANDUM TO: Portfolio Managers, Risk Officers, Capital Allocation Committee FROM: Market Structure and Systemic Risk Unit DATE: October 18, 2025 RE: The…thauerbyi in #waivio • 12 days agoThe Day the Government Became a Crypto Whale (And Nobody Noticed)The Day the Government Became a Crypto Whale (And Nobody Noticed) It's 3 a.m. on October 15 and I'm reading an FBI press release about how the U.S. Department of Justice is now…thauerbyi in #waivio • 13 days agoINTERNAL MEMO: Re: The Week Industrial Fragility Became VisibleINTERNAL MEMO: Re: The Week Industrial Fragility Became Visible TO: Portfolio managers still pretending supply chains are "resilient" FROM: Reality DATE: October…thauerbyi in #waivio • 14 days agoThe Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PMThe Tariff Spiral: A Memo to Myself on Why I Drank Coffee at 11 PM I'm watching MP Materials up 15%, USA Rare Earth up 19%, Energy Fuels up more than 10%. These are the stocks…thauerbyi in #waivio • 15 days agoWhen a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull CaseWhen a Post Moves Markets: The Week a Rare Earth Metal Rewrote the Bull Case The bull market that was supposed to be boring just learned how to be dangerous. For six months…thauerbyi in #waivio • 16 days agoMemo to Central Bankers: Nobody Asked YouMemo to Central Bankers: Nobody Asked You FROM: Someone Who's Watched This Movie Before TO: The IMF, The Bank of England, and Everyone Else with a Microphone RE:…thauerbyi in #waivio • 17 days agoThe Government Shutdown Is Teaching Us Something We ForgotThe Government Shutdown Is Teaching Us Something We Forgot A thought experiment: You're running the world's largest economy. Your central bank just cut rates because inflation…thauerbyi in #waivio • 18 days agoINSIDE THE CASINO: A Dialogue With Nobody in ParticularINSIDE THE CASINO: A Dialogue With Nobody in Particular October 10, 2025 Me: So Delta reports Q3 earnings at $1.71 per share. That's 18 cents above consensus. They guide…thauerbyi in #waivio • 19 days agoThe Chip Wars Just Became the Chip CapitulationThe Chip Wars Just Became the Chip Capitulation What happened Monday tells you everything you need to know about where we are in the AI cycle. OpenAI just signed a…thauerbyi in #waivio • 20 days ago497,099 Reasons to Panic Buy497,099 Reasons to Panic Buy The tax credit died September 30th. Tesla reported Q3 deliveries October 2nd. The number was 497,099—a company record, crushing Bloomberg…
