AI and SI, classic sh*t
Elon influence is no news, and he may have a better leverage in convincing us that AI is now to be called Superintelligence, lol.
Section
Markets
Chains, exchanges, stocks and where the money is moving.
Sep 28, 2026
Edition 08
Edition 08
Bitget loses control of $351.6M
This week Bitget confirmed unauthorized transfers involving part of its hot and warm wallet infrastructure.
Sep 21, 2026
Edition 07
Edition 07
SEC: Tokenized Stocks
The SEC delivered a genuinely massive announcement: opening compliance pathways for tokenized stocks and allowing US crypto entities to operate structured equity rails within domestic borders, see SEC Announcement.
Sep 21, 2026
Edition 07
Edition 07
Solana killed Robinhood Chain?
“Robinhood Chain is over.” “Liquidity is going back to Solana.” “$STONK proved it.”
Sep 14, 2026
Edition 06
Edition 06
Airdrops are the same problem with “free money”
Airdrops are a funny version of this because your brain treats them differently.
Sep 7, 2026
Edition 05
Edition 05
Robinhood already has the users
I’ve probably talked about Robinhood Chain too much over the last few weeks, but there’s a reason why I keep coming back to it.
Sep 7, 2026
Edition 05
Edition 05
Crypto has spent years trying to get normal people onchain
If you’ve been here for long enough, think about how ridiculous the process of entering crypto used to be:
Sep 7, 2026
Edition 05
Edition 05
Stocks are about to become shitcoins
This is probably the part of the thesis that interests me the most because I think people are focusing too much on the fact that Robinhood is tokenizing stocks and not enough on what happens after…
Sep 7, 2026
Edition 05
Edition 05
I’ve seen this movie before
There’s also a very obvious reason why I’m not completely sold yet.
Sep 7, 2026
Edition 05
Edition 05
Aug 31, 2026
Edition 04
Edition 04
The Robinhood chain & retail liquidity
Despite personal reservations about Vlad and legacy Robinhood shenanigans, ignoring where volume is migrating is a fatal mistake.
Aug 24, 2026
Edition 03
Edition 03
Market sentiment: early bull dynamics & the paper wealth trap
As Bitcoin Archive pointed out, the bear market is over.
Aug 24, 2026
Edition 03
Edition 03
Stonks & portfolio balance
Crypto is our asymmetric growth engine, but traditional equities belong in every balanced, resilient portfolio.
Aug 24, 2026
Edition 03
Edition 03
Aug 17, 2026
Edition 02
Edition 02
Aug 17, 2026
Edition 02
Edition 02
Markets & Trading
Now that we already have an introduction and a clear idea of what we want to do after our first chapter, we’re going to talk about the most explored art within the markets, while at the same time one…
