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Sunsetting this blog.
1

August 2022

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
Recovering TradFi Chad

July 2022

The Terra Rebels designate August 12 as the date of a head-on collision with Terraform Labs
Recovering TradFi Chad
When will the Fed nuke the MBS market?
Recovering TradFi Chad
4
Meet the Terra Rebels, the decentralized dream team fighting grim odds to restore a governance premium in LUNC.
Recovering TradFi Chad
8
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…
Recovering TradFi Chad

June 2022

3 weeks after Terra 1's default, Kwon's hostage-taking of the Terra 1 network begs the question: Why?
Recovering TradFi Chad

May 2022

Trump 2024 =>> Jeb! 2016
Recovering TradFi Chad
The champion-turned-traitor of decentralized money continues making governance mistakes which any Terra successor must avoid.
Recovering TradFi Chad
1
Insiders for the win.
Recovering TradFi Chad
Next up: bankruptcy reorg.
Recovering TradFi Chad
3
Trying to map Terra's increasingly terrible choices going forward
Recovering TradFi Chad
3
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