Seems plausible that crypto market dynamics were an early tell of broader retail dynamics across all asset classes and what we are seeing today is nothing more than the memefication of everything.
In that sense, gold is beta not alpha.
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Anyone willing to share insights on what big fin/tech cos do with idle cash? I'm assuming enormous raises raise function similar to what Robinhood/Coinbase would do with their idle customer deposits?
Is it as simple as having a partner bank and dumping into MMFs? and then more sophisticated players get to run bank swe...
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spent a few hours this afternoon building with claude: fiat.markets. an exploration of stablecoins seen through the 4fs framework.
p simple dashboard. it would have taken (me) many many more hours to get everything set up. they got me hooked.
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