An AI Generated Theory of EverythingWe asked DeepSeek and ChatGPT to reconcile quantum mechanics with classical physics.Mar 10Mar 10
Farm Volatility like a Market MakerHalf the institutions flooding into Bitcoin are yield farming it’s volatility.Mar 1Mar 1
A Recipe for Bitcoin AlchemySay you’ve just read the Bitcoin whitepaper for the first time and its hit you like a ton of red-pill shaped bricks. You now believe that…Feb 12Feb 12
The Art of the EndgameKeynes had this famous thought experiment about a beauty contest where judges won by picking not the prettiest faces, but the faces they…Jan 15Jan 15
The End of EuropeThe start of the industrial age marked the peak of Europe. The end of oil may mark its end.Dec 3, 2024Dec 3, 2024
New MoneyRemember that scene in Trading Places where the Duke brothers try to corner the frozen orange juice market? Two crusty old establishment…Nov 12, 2024Nov 12, 2024
Probabilistic Market OutlookThe way we try and think about investing was loosely captured in this excellent article “Probabilistic Thinking.” Suggest everyone read it…Oct 28, 2024Oct 28, 2024
A Market View of ElectionsThere are few things less palatable in this world than watching Kamala Harris speak. Makes you feel a bit dirty. Her words are textbook…Oct 18, 2024Oct 18, 2024
Timing the Market with Monetary PolicyWired Capital has maintained long exposure to the crypto markets with a view toward a bullish Q4 2024 / Q1 2025. We have stated the need…Sep 16, 2024Sep 16, 2024
Bonds, the Budget and a Bull MarketImagine for a moment that Robert Mugabe is resurrected as President & Monetary Czar of the United States. Soon he’s raring to get out there…Sep 5, 2024Sep 5, 2024
