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πŸŸͺ Monetary policy is going asymmetric
1 hour ago

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
πŸŸͺ AI could make markets unintelligible
Sep 09, 2026

πŸŸͺ AI could make markets unintelligible

Artisanal trading might be the solution

Byron Gilliam
Byron Gilliam
πŸŸͺ Matryoshka money laundering
Sep 08, 2026

πŸŸͺ Matryoshka money laundering

When banks bank for banks

Byron Gilliam
Byron Gilliam
πŸŸͺ When jobs become hobbies
Sep 07, 2026

πŸŸͺ When jobs become hobbies

No work was done in the making of this newsletter

Byron Gilliam
Byron Gilliam
πŸŸͺ Speed isn’t the flex anymore
Sep 06, 2026

πŸŸͺ Speed isn’t the flex anymore

Throughput, rallies, and retail heat

πŸŸͺ Friday Charts
Sep 04, 2026

πŸŸͺ Friday Charts

AI makes work (for now)

Byron Gilliam
Byron Gilliam
πŸŸͺ Thursday Links
Sep 03, 2026

πŸŸͺ Thursday Links

Frankentokens, LSU, crypto cash flows, handbag hedge fund

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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