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Jeff’s Substack

Jeff Park

My personal Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues67Founded2 years agoLast Issue2 months ago
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Latest Issues

You Are the Yield

Big news today: CME launched single stock futures — these will trade 23hrs/day, weekends, cash-settled leverage, on the 55 most liquid equity names in the US market! But this is actually not the first time CME has tried to do this. In fact,...

2 months ago
14

Before the Breakthrough

For as long as I’ve been interested in crypto, I’ve harbored two distinct but intertwined goals: the first is to revitalize the principles of sound money through a censorship-resistant store of value (that is Bitcoin). The other concurrent...

2 months ago
32

In Defense of the Ideological, Part II

As we enter the second half of 2026, the vibe shift in crypto has been remarkable. I first wrote about this impending change in my original “In Defense of the Ideological,” conceived as tandem reading with Haseeb’s “In Defense of Exponentia...

4 months ago
35
3

What Most People Get Wrong About Prediction Markets

Two media outlets, Axios and More Perfect Union, both came out last week to explain what prediction markets are to the mass public. While Axios’ Dan Primack tried to provide a neutral forum for a robust debate with the Kalshi founders (even...

5 months ago
28
3

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...

6 months ago
110
25

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  • Jeff Park

    Radical Portfolio Theory™ CIO

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