Top Results157 results
...markets are a function of supply and demand — and the growing supply-demand imbalance for longer-duration bonds...The selloff in foreign sovereign bonds and FX markets is helping juice a stronger USD.
Report
7 Min
Macro & Markets
Jan 2025
USDai can be thought of as a high-yield bond index, with each loan being individual tradable bonds.
Report
14 Min
Infrastructure
May 2025
...model first gained attention in 2020 when MicroStrategy adopted a Bitcoin standard, using convertible bonds...Over the next four years, the company issued convertible bonds, deployed at-the-market equity programs...
Report
31 Min
Macro & Markets
Jun 2025
Now, add in the tokenization of stocks, bonds, and other assets onchain and piece it together with solvers...Tokenization of Real-World Assets (RWAs)
The path to tokenizing real-world assets (RWAs) like real estate, bonds...
Report
30 Min
Infrastructure
Apr 2025
This suggests that Inkchain might be headed towards enabling on-chain trading of securities, bonds, or...
Report
20 Min
Other
May 2025
Basically, the takeaway from Jeff’s post (at least my interpretation of it) is that: JPY long bonds spike...The normal correlation would indicate that a rise in JPY govt bonds would mean a selloff in risk-on assets...JPY Govt Bonds ↑ = $BTC ↑
Although I tend to disagree that Bitcoin has in fact fully crossed the chasm...
Alpha Insight
6 Min
Global Macro Themes
Apr 2025
Benefit of app chains: MEV can go back to the app rather than validators
Market Questions
Bitcoin bonds...
Alpha Insight
2 Min
Macro & Markets
May 2025
A CUSIP is a unique 9-character alphanumeric code assigned to financial instruments like stocks, bonds...
Report
25 Min
DeFi
Mar 2025
Weak bond auctions and growing stress in the market for longer duration bonds is starting to force policymakers...
Report
25 Min
Macro & Markets
Jun 2025
First, the sequencers must post bonds on Ethereum, incentivizing against malicious behavior.
Report
21 Min
Layer 2 / L2
Jan 2025
The bigger unlock lies in bringing the entire asset spectrum on-chain: equities, corporate bonds, commodities...
Alpha Insight
5 Min
DeFi
Mar 2025
That’s why 60 40 portfolios historically existed where your 60 equity went down and your 40% bonds went...Typically treasuries and bonds are kind of removed from that, right?...Because as everything sells off, people flee to the safe haven of, of treasuries and bonds, which to...Other sovereign bonds, not nearly to the same extent, but also do have bigger ramifications.
Media
73 Min
DeFi
Apr 2025
But this would also require parties to have additional bonds proportional to the number of instances....Additionally, there is a delay before the slashed bonds are rewarded....If an assertion is confirmed, the bonds are returned automatically....confiscated bonds are rewarded to honest actors who defend against bad actors.
Report
24 Min
Layer 2 / L2
Jun 2024
...investors’ risk appetite and could spark a reallocation towards risk markets and away from safe havens like bonds...36 months)
US T-bills make up ~22% of total UST debt ($5.8T), which means $3-4 trillion of UST notes/bonds...
Report
23 Min
Macro & Markets
Jul 2024
...trade financing historically offers 2-3x higher sharpe ratios relative to similarly rated corporate bonds...
Report
45 Min
Stablecoins
Nov 2024
...rates (US Dollars with interest rates above 4%)
Investors use these US dollars to purchase stonks, bonds...
Report
14 Min
Macro & Markets
Aug 2024
In more liquid markets, like FANG stonks or government bonds, manipulation is tricky; you need a lot...
Report
66 Min
DeFi
Oct 2024
This more closely resembles traditional financial markets, where treasury bills, notes, and bonds create...
Alpha Insight
9 Min
DeFi
Feb 2025
Fluctuations in global liquidity drive fluctuations in global markets — stocks, bonds, currencies, gold...
Report
90 Min
Macro & Markets
Dec 2024
...sovereign debt, um, especially at the longer end, at the end of the curve, right, so longer duration bonds...So the sell off in foreign sovereign bonds and foreign FX markets is in part juicing a stronger dollar...of holders of treasuries, but they’re a very key source of demand for specifically longer duration bonds...
Media
70 Min
DeFi
Jan 2025