Connection Capital

With Binance presumably taking a large loss as a result of the recent hack, it will be interesting to see if prime assets owned by the exchange will be sold off to competitors, such as CoinMarketCap.

Alpha #12: Steakholder Foods (STKH). Link in bio

A couple of months ago, Tether did its first ever audit. Now it has doubled its excess reserves. The purpose of this is presumably to increase confidence in USDT's backing and stability. Why now?

Those claiming that crypto is resilient despite the Binance hack should keep in mind that it takes time for the effects of such shocks to affect the broader markets. The full extent of the damage is yet unknown.

Canada is reportedly working with Europe to create a new payment system that will bypass the US banking system and US dollars. How will the US respond?

Trump is reportedly considering stepping down after the midterms, citing poor health. If this happens, it would have been obvious in retrospect, specifically since this article quietly published on January 1st, 2026

Gold is retesting the monthly Bollinger Band moving average, which has been a key support level since gold started breaking out in 2023. Breaking below this level risks a drop to 2800. It has already been retested 3 times.

There is an enormous amount of leverage in crypto, not just in terms of leverage trading, but in terms of crypto whales borrowing against BTC, ETH etc. If prices fall too much, all this extra 'hidden' leverage gets liquidated.