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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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* Crypto/BTC Substack Directory *
5/21/21 - Re: Mental Models-Bubble Assets As Capacitors.
6/17/21 - Re: Crypto/BTC-GS Insight Highlights.
6/20/21 - Re: Crypto/BTC-Supply/Demand & The “Tantalus Tease.”
9/27/21 - Re: Crypto/DeFi—Cherry Popped, First Impressions.
1/30/22 - Re: BTC/Oil/USD/MSTR-Tying It All Together & The “Ummwut” Umwelt.
2/21/22 - Re: BTC/Crypto-Playing Jenga With The Ouroboros.
5/3/22 - Re: MSTR-The Tail Wagging The $BTC Dog?
5/16/22 - Re: BTC/Crypto: The Beginning of the End of the Liquidity Lottery.
3/26/23 - Re: Inflation/USD/USTs – “Risk-Free” Riskiness & Austrian Pipe Dreams.