Former Marine common sense voter ( issues not hyperbole )
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 284 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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gimly1775.substack.comLatest Issues
Gimly's Reset Thesis: The Vault Cracks, Confluence, Not Coincidence
Weekly Session — Saturday, August 22, 2026
Thesis Readiness Score: 84 out of 100. Pressure band. Sitting at the top of it.
Here’s the number and here’s the truth about it, no dressing it up. Below 70 is the building band. 70...
Gimly’s Reset Thesis | 85. Engine Under Construction, Rails Already Chosen
By: Great Gimly’s Beard
US Close | Tokyo Open | Wednesday August 19, 2026
Thesis Readiness Score (v1.7): 85 / 100. Pressure Gauge: Elevated.
Reverse Carry Trade (RCT) Pillar: –9.5. Liquidity Pillar: –7.75. XRP Pillar: –6.65.
Shadow T...
Gimly's Reset Thesis: Ten Days to Jackson Hole
August 17, 2026 — The Fed-BOJ Divergence and the Setup for Crisis
Running everything through the Reset framework: three pillars (RCT, Liquidity, XRP), the crisis analogs that calibrated them, and what’s actually printing in the real econ...
Gimly’s Reset Thesis: When the Tape Outruns the Engine
Gimly Reset Engine: The Liquidity That Wasn’t Supposed To Be There
Something happened on August 13/14 that should not have happened.
XRP dipped below a dollar, briefly touching $0.9923, at a moment when prediction markets were pricing...
Gimly's Reset Thesis: When the Tape Makes No Sense, Adoption Still Does
By: Great Gimly’s Beard
Recent sessions don’t look like the clean crisis analogs this engine has tracked before. Volatility gauges and liquidity buffers are telling different stories than bond markets and FX. The tape is noisy. The...
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Marine, common sense voter and logic user ( issues not hyperbole and data not feelings) We will discuss, politics, religion, crypto, ai, life, death, macro economics all the important shit. Easily offended? Prob in the wrong place booster.
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