Top Results157 results
Something’s Gotta Give
...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.
7 Min
Macro & Markets
Jan 2025
USD.AI: Financing the Future of AI Infra
USDai can be thought of as a high-yield bond index, with each loan being individual tradable bonds.
14 Min
Infrastructure
May 2025
The Public Crypto Accumulator Era - Part 1
...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...
31 Min
Macro & Markets
Jun 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
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...
30 Min
Infrastructure
Apr 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
This suggests that Inkchain might be headed towards enabling on-chain trading of securities, bonds, or...
20 Min
Other
May 2025
Global Markets Are One Giant Carry Trade
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...
6 Min
Global Macro Themes
Apr 2025
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
Benefit of app chains: MEV can go back to the app rather than validators Market Questions Bitcoin bonds...
2 Min
Macro & Markets
May 2025
Programmable Asset Ledgers Will Eat The World
A CUSIP is a unique 9-character alphanumeric code assigned to financial instruments like stocks, bonds...
25 Min
DeFi
Mar 2025
April Showers… May Flowers? - Macro & Markets May 2025
Weak bond auctions and growing stress in the market for longer duration bonds is starting to force policymakers...
25 Min
Macro & Markets
Jun 2025
MegaETH: Performance to Compete With TradFi
First, the sequencers must post bonds on Ethereum, incentivizing against malicious behavior.
21 Min
Layer 2 / L2
Jan 2025
Directions For DeFi (Part 1): Institutional & Offchain
The bigger unlock lies in bringing the entire asset spectrum on-chain: equities, corporate bonds, commodities...
5 Min
DeFi
Mar 2025
Delphi's Market Matters - April 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.
73 Min
DeFi
Apr 2025
A Look At Dispute Resolution Protocols in Optimistic Rollups
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.
24 Min
Layer 2 / L2
Jun 2024
The Dark Night Rises - Part 1
...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...
23 Min
Macro & Markets
Jul 2024
The Stablecoin Manifesto
...trade financing historically offers 2-3x higher sharpe ratios relative to similarly rated corporate bonds...
45 Min
Stablecoins
Nov 2024
Market Musings - Through The Fire And Flames
...rates (US Dollars with interest rates above 4%) Investors use these US dollars to purchase stonks, bonds...
14 Min
Macro & Markets
Aug 2024
Markets Will Save The World
In more liquid markets, like FANG stonks or government bonds, manipulation is tricky; you need a lot...
66 Min
DeFi
Oct 2024
Modular Lending Legos are Stacking Up
This more closely resembles traditional financial markets, where treasury bills, notes, and bonds create...
9 Min
DeFi
Feb 2025
The Year Ahead for Markets 2025
Fluctuations in global liquidity drive fluctuations in global markets — stocks, bonds, currencies, gold...
90 Min
Macro & Markets
Dec 2024
Delphi's Market Matters - January 2025
...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...
70 Min
DeFi
Jan 2025