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Political reality => can’t cut spending so have to go for high nominal growth and manageable interest expense

Amusing dedication in Paul Blustein’s new book King Dollar

The people want stablecoins Bank of Korea Halts CBDC Project as Government Submits Stablecoin Bill: Report coindesk.com/policy/2025/06… via @coindesk

Congrats to all the EM warriors out there ... it can be a tough business *EM STOCK INDEX JUMPS ALMOST 14% IN BEST FIRST-HALF SINCE 2017

Bitcoin at ~$2tr mkt cap looks small compared to NVDA at almost $4tr mkt cap

Full employment act for bitcoin analysts heads for final passage *SENATE PASSES TRUMP TAX BILL, TEEING UP FINAL PASSAGE IN HOUSE

Latest from Grayscale Research on "stablecoin summer" 🏖️💵research.grayscale.com/market-comment…

It's stablecoin summer (except in the southern hemisphere ... where lots of the stablecoin transactions happen)

We think markets performed well in June because (1) reduction in various tail risks and (2) supportive macro policy mix (ex-tariffs). Read out take: research.grayscale.com/market-comment…

Another escalation from White House in its pressure campaign on Fed. Reduced central bank independence typically results in higher inflation. #Bitcoin

Very interesting data on Solana in this report

Bitcoin wobbling this morning on strong jobs report and lower odds of near-term Fed rate cuts. But big picture we have booming economy and markets, large peacetime budget deficits, and ongoing political pressure on the central bank. Bitcoin will be fine.

I don’t want AI to analyze data I want it to prepare data: gather from multiple sources, adjust units, interpolate missing, etc … but perhaps that would put me out of a job altogether 🤔

Stablecoin with 24/7 access to central bank real-time gross settlement system would have an advantage … but not sure it will happen

Key risk for portfolios is sustained Dollar weakness. Single best asset for that outcome, in my personal opinion, is Bitcoin. How to diversify your portfolio in an uncertain 2025 ft.com/content/f53921… via @ft

What is the difference between a stablecoin with access to central bank reserves and a CBDC? Seems virtually identical. For this reason I don’t think stablecoin issuers will get Fed master accounts.

Unsolicited advice: encourage growth of Euro stablecoins rather than reject innovation in payments technology

It’s not like large firms just discovered stablecoins: Facebook’s Libra project was announced six years ago (June 2019). The only thing that has changed is regulatory clarity.

Bloomberg story count for "stablecoin". Local highs around Libra announcement (2019), Terra debacle (2022), and Genius Act/Circle IPO (2025)

I'm pretty excited about Ethereum here but Beeple is right ... price hasn't moved much in two months