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🟪 Thursday links

Mar 19, 2026

•

10 min read

🟪 Thursday links

Basketball, causation, swarm intelligence, and a new elevator pitch

Byron Gilliam
Byron Gilliam
🟪 The psychology of human misjudgment

Mar 18, 2026

•

10 min read

🟪 The psychology of human misjudgment

Charlie Munger on investing and life

Byron Gilliam
Byron Gilliam
🟪 The new surveillance state

Mar 17, 2026

•

10 min read

🟪 The new surveillance state

Your data is for sale — and the government is buying

Byron Gilliam
Byron Gilliam
🟪 Prediction markets are AIs

Mar 16, 2026

•

8 min read

🟪 Prediction markets are AIs

And AIs are prediction markets

Byron Gilliam
Byron Gilliam
🟪 Banks, blockchains and a $50M mishap

Mar 15, 2026

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6 min read

🟪 Banks, blockchains and a $50M mishap

How stablecoins will transform banking

🟪 Friday charts

Mar 13, 2026

•

10 min read

🟪 Friday charts

AI is unpopular

Byron Gilliam
Byron Gilliam
🟪 Deep fakes, home invaders, and sanctions

Mar 12, 2026

•

10 min read

🟪 Deep fakes, home invaders, and sanctions

Will AI make financial markets more or less efficient?

Byron Gilliam
Byron Gilliam
🟪 Strategy credits where they're due

Mar 11, 2026

•

6 min read

🟪 Strategy credits where they're due

Cheap talk, costly signals, and crypto’s strategy tax

Byron Gilliam
Byron Gilliam
🟪 The problem with frictionless finance

Mar 10, 2026

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7 min read

🟪 The problem with frictionless finance

Transactions aren't always better when they're easier

Byron Gilliam
Byron Gilliam
🟪 Will AIs choose bitcoin?

Mar 9, 2026

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8 min read

🟪 Will AIs choose bitcoin?

What agents say may not be what they do

Byron Gilliam
Byron Gilliam
🟪 Everybody's trading on the weekend

Mar 8, 2026

•

6 min read

🟪 Everybody's trading on the weekend

How well do Hyperliquid prices predict Monday's opening?

🟪 Friday charts

Mar 6, 2026

•

14 min read

🟪 Friday charts

Jobpocalypse now?

Byron Gilliam
Byron Gilliam
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The Breakdown

The Breakdown

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


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