TMI Snapshots: Brazil Macro Sentiment Peaking, PBOC Easing Not a Buy Signal Yet, Crypto Sentiment
After a remarkable 3-month recovery, our Brazil Macro Sentiment has pulled back as political risk is resurfacing with Bolsonaro's vaccine scandal...
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BITCOIN SAVES GOLD FROM BASEL III
A real-world case for crypto payment rails now seems inevitable, courtesy of the Basel III rules, which are impacting the inner workings of the...
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Plaid Sales Edge Tesla Q2 Deliveries Above 200,000
Q2 Deliveries topped 200k market consensus and my 187k est. A deeper look revealed weakness vs Q1 building for months. See how the numbers landed...
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GBTC Soars as Shareholders HODL
GBTC Soars as Shareholders HODL The Grayscale Bitcoin Trust (GBTC) remains the largest Bitcoin fund in the world, holding an estimated 653,847 BTC....
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Tesla Q2 "Complications"
Major Recall in China to fix a problem Tesla has long denied; QE Inventory shuffles and rumors; Bitcoin still no "Store of Value"; Q2 Delivery...
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