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Midas Letter Pro - May 2026
Peak Volatility
 • James West
The Yield Stack Explained: How Institutional Stablecoin Returns Actually Work in 2026
Institutional stablecoin yield is not one trade but a layered stack of cashflow engines, from T-bill wrappers to on-chain lending, basis trading, and…
 • Conner Romanov
Kevin Bambrough is 'all in' on Hydrograph Clean Energy
This man has a mission....
 • James West
Stablecoin will outcompete Banks for deposits, regardless of Congressional rules
When the White House Council of Economic Advisors (CEA) published their research paper on April 8th concluding that yield paid on stablecoin did not…
 • James West
Military Metals Advances World's 3rd Largest Antimony Project
67,000 tonnes of Antimony
 • James West

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