thauerbyi (-4)(1)in #waivio • 18 hours agoThe Paradox of American Liquidity: Why Bitcoin Is Drowning While the Fed DrownsThe Paradox of American Liquidity: Why Bitcoin Is Drowning While the Fed Drowns You have to go back to 2008 to find the last time the federal government shut down for this…thauerbyi (-4)(1)in #waivio • yesterdayPrediction Market Signal—The Tariff Case as a Study in Information FragmentationMEMO TO INVESTMENT COMMITTEE RE: Prediction Market Signal—The Tariff Case as a Study in Information Fragmentation FROM: Research & Strategy DATE: November 7, 2025…thauerbyi (-4)(1)in #waivio • 2 days agoThe Robinhood Rally Is Real, But Read The Fine PrintThe Robinhood Rally Is Real, But Read The Fine Print You want to know what happened on Wednesday? The ADP payroll number came in at 42,000 jobs added—topping estimates by…thauerbyi (-4)(1)in #waivio • 3 days agoWhat If They're Just Done?What If They're Just Done? Tuesday morning, Palantir crushed earnings. 77% U.S. business growth. The stock got hammered 8% anyway. Not even a pop-and-fade kind of thing. Just…thauerbyi (-4)(1)in #waivio • 4 days agoMemo to Self: A Market Watching Itself Watch ItselfMemo to Self: A Market Watching Itself Watch Itself FROM: The Part of You That Still Reads Quarterly Reports TO: The Part That Just Refreshes Bloomberg DATE:…thauerbyi (-4)(1)in #waivio • 5 days agoThe Global Easing Cycle is Fracturing—And That's the Real StoryThe Global Easing Cycle is Fracturing—And That's the Real Story The grand synchronization of central bank cuts that defined 2024 and early 2025 is coming to an end. Not with…thauerbyi (-4)(1)in #waivio • 6 days agoThe Institutionalization Trap: How Crypto Became What It Swore to DestroyThe Institutionalization Trap: How Crypto Became What It Swore to Destroy We're watching the recursive moment. 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Media…thauerbyi (-4)(1)in #waivio • 10 days agoThe Great De-Escalation Pantomime: Welcome to the Trade War's IntermissionThe Great De-Escalation Pantomime: Welcome to the Trade War's Intermission Watch carefully what's happening in South Korea this week. Not because anything is actually being…thauerbyi (-4)(1)in #waivio • 11 days agoThe Paradox of October 29: When Rate Cuts Feel Like AdmissionsThe Paradox of October 29: When Rate Cuts Feel Like Admissions In 1919, after nearly a century of gold-standard discipline, the Federal Reserve faced a choice. Markets were…thauerbyi (-4)(1)in #waivio • 12 days 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 (-4)(1)in #waivio • 13 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. 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Ethereum is back above $4,000. Layer 2 tokens are rallying. The crypto market is up 3% in 24…thauerbyi (-4)(1)in #waivio • 19 days agoThe Gravity Returns: What Today's Rally Actually SignalsThe Gravity Returns: What Today's Rally Actually Signals October 20, 2025 Bitcoin crossed $110,000 again. Ethereum bounced back above $4,000. The S&P 500 is up for the week…
