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Solana - $SOL
A small-cap stock out-traded NASDAQ in its first 24 hours on Solana, says Backpack's CEO
9 arguments: why two-way redemption to Interactive Brokers gives Backpack its liquidity, why Wall Street incumbents don't worry him, and why perps…
Nov 10
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At $80K, Bitcoin is likely past its softest bear market ever, Kraken's co-CEO finds
9 takeaways: Kraken's confidential S-1, xStocks passing $1B in assets, a European bank deal, and why stablecoins are a "Trojan horse" for the rest of…
Nov 9
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Formation CEO: small data-center firms pay 14–20% for loans hyperscalers get near SOFR
9 arguments: why an Apollo credit fund stalled at $10–12M onchain, why Orca's token owns the whole stack, and why Formation is spending revenue on…
Oct 29
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ARK Invest CEO: Anthropic went from a $9B run rate to $65B in 6 months
12 calls: Why she says healthcare is the most mispriced AI trade, what a gigawatt of data center resold for, and the Bitcoin target she has not moved…
Sep 22
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Marieke Flament and Nicolas Colin: the dollar has decades left, not years
8 arguments: Why the 1970s are the template for what happens next, what actually makes a currency sticky, and the four moments that set the reset going
Sep 15
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Zach Pandl and Michael Bucella: the CLARITY Act isn't needed, and may not pass
12 takeaways: Why Grayscale's head of research thinks the dollar loses ground, the altcoin leverage that echoes October 2025, and why the first Bitcoin…
Sep 11
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