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Jeff’s Substack

Jeff Park

My personal Substack

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues63SubscribersRead dgt10011.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Generational Prisoner's Dilemma: Three Certain Truths and The Exit Liquidity Trap

The IMF-constructed World Uncertainty Index registered its highest level recently since its inception in 2008. The lack of directional and coordinated clarity around policy and trade has meaningfully worsened sentiment since its prior all-t...

23 days ago
93
25

Private Credit is Theft. Here's Why.

Every generation of finance conjures a new instrument to launder its worst instincts into something that sounds prudent. In the 1980s it was junk bonds, draped in the language of democratizing capital. In the 1990s it was emerging market de...

a month ago
65
7

Market Making or Market Shaping?

The billion dollar question everyone is asking today: does Jane Street suppress Bitcoin price? The question deserves a precise answer—and the most important thing to understand upfront is that it is not really a question about Jane Street. ...

a month ago
24
5

The Wealth Paradox: Money at Rest vs. Money in Motion

This is an AI-generated podcast style recording of Jeff Park's tweet (@dgt10011): https://x.com/dgt10011/status/2024505383046262857?s=20

a month ago
4
0

Authors

The writers behind this newsletter.

  • Jeff Park

    CIO at ProCap BTC | Former Head of Alpha @ Bitwise I Radical Portfolio Theory™ CIO

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