Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
2,013 documents
This podcast recap links a rebound in risk assets to easing geopolitical tensions and the reversal of recent volatility spikes. It discusses gold, oil, interest-rate volatility, the dollar, and yields as macro factors that may shape crypto prices. The hosts…
The document describes Deribit’s planned expansion of USDC-settled perpetual futures across crypto tokens, listed equities and ETFs, commodities, the COIN50 index, and private-company valuation references. It presents the contracts as instruments for…
The article describes a proposed shift in crypto market narratives: Bitcoin increasingly behaves like a macro asset and store of value, while Ethereum is framed around applications, including decentralized finance and possible links with artificial…
This podcast synopsis outlines a discussion of Bitcoin and Ethereum market conditions, with attention to on-chain data, institutional demand, and long-term holder profit-taking. The guest from Glassnode discusses how blockchain activity is labeled and…
This podcast announcement summarizes a broad digital asset outlook attributed to a Standard Chartered research executive. It presents a near-term Bitcoin downside scenario alongside more optimistic longer-term price projections, and discusses Bitcoin’s…
The commentary examines whether a sharp crypto rally marks a lasting change in market direction or a temporary rebound. It advises traders to reconsider prior assumptions as conditions shift, while recognizing that a market turn is difficult to identify in…
This commentary examines whether Bitcoin can behave as a safe-haven asset during geopolitical stress. It compares Bitcoin’s returns after Russia’s invasion of Ukraine and the Hamas attack on Israel with the reported behavior of Treasury bonds, gold, and the…
This podcast episode frames a debate over Bitcoin’s role in markets: whether it can hedge inflation and currency debasement or behaves more like a high-beta asset correlated with stocks. The listed discussion topics include volatility, stablecoins, Federal…
This podcast discussion compares Bitcoin’s gradual advance and relatively subdued volatility with the retail-driven options activity in AI and semiconductor stocks. The hosts connect the different market moods to a macro backdrop they describe as supportive…
The document argues that coordination between the SEC and CFTC could reduce overlapping rules and uncertainty, particularly for products spanning securities, derivatives, and digital assets. It describes potential areas for harmonization, including aligned…
This document presents findings from a survey of 300 traditional finance professionals across institutions, roles, and regions. The authors report broad dissatisfaction with existing financial infrastructure, which they describe as labor-intensive and…
The document explains moneyness as an instrument’s position in a hierarchy of settlement claims. Central bank cash and reserves sit above commercial bank deposits, while securities and shadow banking involve more layers of credit promises. Deposit insurance…
This article explains open banking as consumer control over financial data and frames it as a response to fragmented accounts across banks, brokerages, fintech applications, wallets, and crypto exchanges. It argues that connected services could let people…
This report examines how adding bitcoin affected a traditional portfolio over a five-year sample. The base allocation held equities, fixed income, and commodities and was rebalanced quarterly. The authors tested bitcoin weights from 1% to 10%, funding them…
The article traces stablecoin use from crypto trading and dollar access to remittances and retail payments. It describes stablecoin-backed cards as a way for consumers to spend digital assets through familiar merchant networks, even where merchants do not…
This essay argues that digital assets have opened the possibility of competition among monetary standards, challenging systems in which governments control money issuance. It describes money through three functions—unit of account, medium of exchange, and…
The article presents USHP as an Ethereum-based token intended to give eligible non-U.S. participants liquid, index-linked exposure to U.S. home prices. It contrasts that design with direct property ownership, homebuilder equities, and REITs, which can add…
The article explains why trading around an event in conventional markets can leave basis risk: the market’s reaction may differ from the event’s direct effect on a business. Prediction markets offer prices that express estimated probabilities of binary…
This essay explains why electricity availability may constrain the expansion of AI computing. It connects digital workloads to physical generation, transmission, cooling, and backup requirements, then compares approximate power needs for enterprise…
This announcement describes Galaxy’s first external venture fund for its core crypto investment strategy and outlines its view of blockchain as a potential modernization layer for financial services. It argues that public blockchains can support new payment…
The document explains Bitcoin’s scarcity, issuance schedule, and historically low correlations with several traditional asset classes, then examines how a Bitcoin allocation affected a diversified portfolio. The authors tested a quarterly rebalanced mix of…
This investment perspective describes Karta, a U.S.-issued credit card aimed at affluent international customers who hold assets with U.S. financial institutions but may lack a U.S. credit history. Its central underwriting approach uses verified assets held…
This research overview introduces Cosmos as an ecosystem of interoperable, application-specific blockchains built with the Cosmos SDK and connected through Inter-Blockchain Communication (IBC). It explains the design’s emphasis on sovereign chains,…
The article argues that stablecoin growth is driven by savings demand in emerging markets, cross-border payments, and access to DeFi yields. It uses examples of dollar access in countries facing inflation or capital controls, payment-volume estimates, and…