#capital flows

Chasing the alpha while the market sleeps. The People's Bank of China just...

For the past decade, I have watched the crypto market's macro ritual with a...

Index Ventures just closed a $2 billion fund. The crypto media reaction is...

The offshore yuan slipped 56 points against the dollar from Monday’s New York...

The liquidity is migrating. It's not a slow trickle; it's a re-route executed...

The market is mispricing the probability of a liquidity event. Yesterday, the...

On July 15, the WSJ broke the story: the White House is redirecting billions ...

Hook Six consecutive days of net inflows into U.S. spot Bitcoin ETFs. $930...

In the summer of 2020, I spent forty hours tracing the flow of liquidity...

Hook Citigroup just told the market the KOSPI will hit 10,000 for the first...

Forty-six billion dollars. That is the net inflow into U.S. semiconductor ETF...

On May 21, 2024, South Korea’s Ministry of Finance announced a policy shift:...

In the ashes of a liquidation, gold is forged. But this time, the liquidation...

The headlines are already writing themselves. OpenAI is prepping its S-1...

Hook Contrary to the endless speculation on crypto Twitter about the imminent...