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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
Understanding Private Credit Risk
Understanding private credit risk informs several practical decisions for investors and allocators.
Mar 2911 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
Liquidity Is Returning. But It's Not Flowing Where You Think
— Liquidity is expanding again but structural constraints are concentrating capital into fewer assets, not lifting the entire market.
Feb 227 min read
WEF 2026 Crypto Roundup
Key Insights from Davos: Tokenization, Regulations, and Crypto's Global Integration
Jan 254 min read
Powell's Jackson Hole Signal
Sep 10, 2025 11:00 UTC
Dec 21, 20253 min read
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