In today’s note:
- In a hyper-financialised world, is bitcoin a lead indicator of global liquidity conditions?
- US$74,500 – a massive level for bitcoin
- The Technology of War – Guns vs Spears
- Pause for Effect – the ceasefire as a prelude to the final act? – are markets too relaxed?
- Update on The Clarity Act
- Aave – sorting out its problems
