Carry Trade Frenzy: Why Bitcoin Will Outlast Wall Street’s Leverage Game

I noticed as well, Brandon Lutnick, he's the son of the US Commerce Secretary Howard Lutnick.

They're partnering up with SoftBank, Tether, and Bit Finance on a Bitcoin acquisition vehicle to capitalize on a cryptocurrency revival that they're expecting under President Donald Trump.

And then again, that's a classic second half of the cycle behavior, c... See more

The Collapse of Patience: How AI, Capital Efficiency, and Bitcoin Break the Cycle

Jordi Visser

May 27, 2025

Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.

I’m a devoted New York sports fan and have attended important playoff games for near... See more

Every asset ALWAYS functions in the context of macro constraints. Bitcoin has many people buying and selling it from many countries. Regardless of what popular narratives say, every single person has their Bitcoin cross-collateralized with something else. If a person is running a portfolio with leverage and begin to have a drawdown, they typically

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Everybody gets levered up the wazoo. If you can’t save because money does not retain value, then you have to be fully invested. If capital has all been misallocated such that price signals are unreliable and losses are artificially sustained, then any minor advantage has to be levered to achieve a satisfactory return. And if interest rates are arti

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