#De-dollarization

The IMF's Managing Director stood in Bangkok and said the quiet part about...

Over the past ninety days, one number on-chain has moved more quietly than an...

On Monday, September 29, one sentence crossed the wire and then the feeds:...

Most crypto desks filed Sergey Lavrov's United Nations address under...

The Hook: A Flat Line With A Hemorrhage Underneath Over the past seven days,...

The Potash Ledger: Trump's Belarus Pivot and the Sanctions Admin Key A single...

The International Criminal Court is not a cartel. It is not a drug syndicate....

Consider the headline that crossed my desk this week: "Iran oil production...

Hook For the past seven days, the anomaly I have been tracking sits in the...

A headline crossed the tape this week that almost no crypto desk bothered to...

You are mistaken if you believe Scott Bessent's push for a unified G20 stance...

The illusion of liquidity dissolves in silence. But sometimes, the silence...

The International Monetary Fund's latest COFER data landed this week, and the...

The Strait of Hormuz carries roughly 21 million barrels of oil per day. That'...

Ignore the panic. Look at the structural signal embedded in the Treasury...

The People's Bank of China added 40 tonnes of gold to its reserves in June...

The code spoke, but the logic was a lie. Gold's price is accelerating. The...

We didn’t expect gold to become the canary in the coal mine for crypto’s next...

The yield on the 10-year US Treasury note rose 12 basis points in the past 48...

The Oil-Crypto Nexus: Why the US-Iran Stalemate Rewrites the Macro Playbook f...

The Strait of Hormuz narrows to 33 kilometers. Through that gap moves roughly...

The most important piece of geopolitics this week arrived as a half-empty...

The Sanctions Spiral: OFAC's New Iran Tranche and the Architecture of a...

West Texas Intermediate shed nearly four percent in a single session on...

The world's most conservative institutional investors just moved 289 tonnes o...

The announcement said "first." It did not say how fast, how large, or how it...

The Unverified Blockade: A Quant Trader's Forensic Autopsy of the Iran...

Erdogan’s confirmation of 1M bbl/day from Iraq isn’t about oil. It’s about th...

Tweet 1 (Hook) The U.S. dollar’s reserve status is not under threat from a...

Imagine a future where oil isn't just priced in dollars, but the very electro...

Hook EU foreign policy chief Kaja Kallas dropped a quiet bomb last week: 'No...

Bloomberg ran a piece this morning that deserves a slow clap from every Bitco...