Threading on the Edge | arndxt | Substack

The effects of Yen rate hike on Bitcoin

bookmark this and revisit this post next week

Jun 14 • arndxt

Recent posts

Morning Market Brief 12-06-2024

The market tone has improved meaningfully from earlier in the week.

Jun 12 • arndxt

pre-market thoughts 10-06-2026

pre-market thoughts 10-06-2026

Jun 10 • arndxt

The World Is Short Yen

the yen is becoming one of the main stress points in global markets.

Jun 9 • arndxt

Variational $100/point is not the bull case

i think the market is underestimating variational.

Jun 8 • arndxt

$HYPE: The Barbell Trade for Institutional Crypto

this friend is ngmi

Jun 3 • arndxt

How Prediction Markets Price the Future

prediction markets are becoming the pricing layer for uncertainty and its a mistake is to think prediction markets are just a new form of gambling.

Jun 2 • arndxt

Why Variational Is Not a Hyperliquid Clone

congrats if you shorted $ZAMA with me and @0xToolman, possible only on variational

Jun 1 • arndxt

Neobanks are being squeezed from 2 directions

neobanks are being squeezed from two directions.

May 31 • arndxt

The Privacy Bid

i am a proponent of privacy very simply because its the counter intuitive thesis to tightening regulations.

May 26 • arndxt

From $5 to $50 per point: The Variational Points Repricing

ggwp to those who sold their points for $5 to 7

May 22 • arndxt

Where the Stablecoin Money Really Goes

the stablecoin industry just crossed $300b supply and $33T in annual volume.

May 19 • arndxt

Long Weapons, Short Peace

thought to chime in on @crypto_condom post, i have a pretty bleak and bearish outlook that i thought to share as well

May 15 • arndxt

Threading on the Edge

Threading on the Edge

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