Where finance and media interesect with reality.
Can it really be true that most economists analyzing China don’t understand this?
The popular perception that China is a beneficiary of rising bullion prices overlooks that it is the one that needs the metals for financing. The true market signal is that rebalancing is near.
Friday’s de-pegging of Ethena’s USDe rocked crypto markets and came as if out of the blue. With more than 72 hours to gather intel and
Looks like it was a close one for the Delta-One coins like Ethena’s USDe.
Odds and ends we’ve spotted throughout the week.
Plus, Hyperliquid’s Jeff Yan argues perps are superior instruments. Meanwhile, tokenized deposits dealing in stablecoins are coming to Japan.
Snippets of everything that’s happened in the past week on The Blind Spot emailed to your inbox every day.
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