Deceptive y/y comps will "validate" the Fed's inflation complacency for a few months, until comps stop doing the Fed's job for it
The Terra Rebels designate August 12 as the date of a head-on collision with Terraform Labs
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When will the Fed nuke the MBS market?
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Meet the Terra Rebels, the decentralized dream team fighting grim odds to restore a governance premium in LUNC.
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The Fed can’t stop tightening until realized rents, with their 12-month lead time over CPI-reported rent (30% of total inflation), normalize to around…
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3 weeks after Terra 1's default, Kwon's hostage-taking of the Terra 1 network begs the question: Why?
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Trump 2024 =>> Jeb! 2016
The champion-turned-traitor of decentralized money continues making governance mistakes which any Terra successor must avoid.
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Insiders for the win.
Next up: bankruptcy reorg.
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Trying to map Terra's increasingly terrible choices going forward
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A flight of unproductive capital is _exactly_ what Terra needed. Terra will emerge stronger, but only if it learns the right lessons
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