Anton Golub Newsletter - Digital Assets, Crypto & Regulation
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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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antongolub.substack.comLatest Issues
I Asked AI to Evaluate Breakthroughs in My PhD Research
A few days ago, this appeared in my feed.
GPT-5.2 Pro had solved ten major mathematical problems in three days.
The list included high-dimensional sphere packing, non-sofic groups, Connes’s rigidity conjecture, quantum parallel repetiti...
Concentration. Leverage. Volatility.
At the end of June, Situational Awareness was up approximately 439% after fees for the year. In July, it lost 67%. Fund sold most of its public-equity portfolio to Citadel, closed its short positions and removed all leverage and portfolio f...
Strategy’s Bitcoin Flywheel Has Entered Its Liability-Management Phase
Strategy sold $544.5 million of MSTR last week.
It bought zero Bitcoin.
During the same week, it added $525 million to its USD reserve and spent $25 million repurchasing STRC at an average price of $86.52.
This is not another treasury up...
Only 1 out of 4 Dubai residents owns property: how Tribe is building regulated access to real estate - podcast with Sebastian Agren (COO & Co-Founder of Tribe)
Why tokenization only works when legal ownership, investor demand, valuation, regulation, and a real secondary market are built together.
Hi, it’s Anton.
I explain why Bitcoin dropped below $60,000 - 3 biggest liquidity channels disappeared at same time
ETFs are redeeming, Strategy is defending its balance sheet, and stablecoin liquidity is shrinking.
ETFs are redeeming.
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Actionable insights on stablecoins, market structure, liquidity, regulation, and UAE go-to-market strategies.
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