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πŸŸͺ 96.9% of days negative
1 hour ago

πŸŸͺ 96.9% of days negative

Onchain yields vs. T-bills

Luke Leasure
Luke Leasure
πŸŸͺ NEAR's second act
Sep 23, 2026

πŸŸͺ NEAR's second act

Most chains lost their fees. NEAR replaced them.

Marc Arjoon
Marc Arjoon
πŸŸͺ When the thesis plays out
Sep 22, 2026

πŸŸͺ When the thesis plays out

Derive's record week, explained

Carlos
Carlos
πŸŸͺ Play your CARDS right
Sep 21, 2026

πŸŸͺ Play your CARDS right

The timeline is sleeping on this catalyst

Kunal Doshi
Kunal Doshi
πŸŸͺ Friday Charts
Sep 18, 2026

πŸŸͺ Friday Charts

Into the future, boldly

Byron Gilliam
Byron Gilliam
πŸŸͺ Thursday Links
Sep 17, 2026

πŸŸͺ Thursday Links

Agents, USB money, bride prices, Senate cloture, Kalshi combos

Byron Gilliam
Byron Gilliam
πŸŸͺ Monetary policy is going asymmetric
Sep 16, 2026

πŸŸͺ Monetary policy is going asymmetric

The Fed may have to pull its rate decisions from a hat

Byron Gilliam
Byron Gilliam
πŸŸͺ AI without the data center
Sep 15, 2026

πŸŸͺ AI without the data center

Decentralization might make AI unstoppable

Byron Gilliam
Byron Gilliam
πŸŸͺ A short history of technology freakouts
Sep 14, 2026

πŸŸͺ A short history of technology freakouts

Even the Walkman used to seem scary

Byron Gilliam
Byron Gilliam
πŸŸͺ The value gap
Sep 13, 2026

πŸŸͺ The value gap

The plumbing works, now what?

πŸŸͺ Friday Charts
Sep 11, 2026

πŸŸͺ Friday Charts

The existential-risk story might have some plot holes

Byron Gilliam
Byron Gilliam
πŸŸͺ Thursday Links
Sep 10, 2026

πŸŸͺ Thursday Links

Neuralese, tokenized tokens, Pokémon money, dopamine hits

Byron Gilliam
Byron Gilliam
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Helping thousands of investors decode crypto and the markets, by Byron Gilliam.

The Breakdown

Helping thousands of investors decode crypto and the markets, by Byron Gilliam.

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