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ToE's Highlights
Macro Pulse
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Paradigm of Perspectives
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The World Is Short Yen
the yen is becoming one of the main stress points in global markets.
Jun 9
•
arndxt
3
Variational $100/point is not the bull case
i think the market is underestimating variational.
Jun 8
•
arndxt
2
$HYPE: The Barbell Trade for Institutional Crypto
this friend is ngmi
Jun 3
•
arndxt
2
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
3
Why Variational Is Not a Hyperliquid Clone
congrats if you shorted $ZAMA with me and @0xToolman, possible only on variational
Jun 1
•
arndxt
2
Neobanks are being squeezed from 2 directions
neobanks are being squeezed from two directions.
May 31
•
arndxt
3
The Privacy Bid
i am a proponent of privacy very simply because its the counter intuitive thesis to tightening regulations.
May 26
•
arndxt
4
1
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