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Is crypto finally rewarding the investors who do the work?
This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market.
We explore where crypto x AI actually works, building size in illiquid tokens, if $HYPE stays the consensus winner, and seed vs. growth for t...
Is the AI trade now the only thing standing between the economy and a slowdown?
This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.
We explore the collapse in October hike odds, why AI backstops favor debt over equity, the Russell's b...
Are onchain markets about to become the default way the world trades?
This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto.
We explore 24/7 trading, why perps beat CFDs, pre-IPO and commodity perps, the CFTC path for US perps, and ...
Can policymakers keep the AI boom alive without squeezing the rest of the economy?
This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street.
We discuss what’s driving bond yields, housing’s squeeze, the debasement trade, and Europe’s p...
The 10-year just closed at 5.22%, but the pain trade may be even higher.
This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds.
We explore SOFR hike pricing, AI capex and private credit, diesel's hit to Main Street, marke...