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Monetary Policy
The Chair Is Empty. The Question Is What Fills It.
The Fed chair transition and the legislative environment around digital assets are not parallel stories. They are converging ones. A Fed chair who is openly comfortable with Bitcoin as an asset class and opposed to a retail CBDC is arriving at precisely the moment when Congress is attempting to pass the most consequential digital asset legislation in US history. That convergence is structurally significant in ways that go well beyond any short-term price narrative.
May 177 min read
The SEC Finally Drew the Line. Here's What It Means.
— The Decade-Long Question Gets an Answer
Mar 228 min read
War, Debt, and the Next Monetary Order
— How conflict, sovereign debt, and digital rails are reshaping global monetary architecture
Mar 117 min read
Powell's Jackson Hole Signal
Sep 10, 2025 11:00 UTC
Dec 21, 20253 min read
The Genius act
Aug 13, 2025 12:00 UTC – Senate’s Big Bet on Blockchain and What It Means for You Picture this: the U.S. Senate, usually a place where debates move slower than a dial-up modem, just hit the gas on blockchain innovation. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act into law, a landmark move that’s got crypto enthusiasts and businesses buzzing. Passed with a bipartisan 68-30 vote in the Senate on Jun
Dec 21, 20254 min read
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