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Michael’s Publications

Michael Nicoletos

I explore hidden truths in markets and human behavior, from traditional finance to crypto, with relentless curiosity. I challenge my assumptions through diverse perspectives and stay humble, knowing markets always have more to teach than I'll ever master.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues57Founded3 years agoLast Issue32 hours ago
Active

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michaelnicoletos.substack.com
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Latest Issues

Mind the Gap Series (Part1)

Please mind the gap

Anyone who has stood on a London Underground platform knows the voice. The train pulls in, the doors slide open, and a calm recording reminds you, every single time: please mind the gap.

The gap is the space betwee...

32 hours ago
1

Are We in an AI Bubble? Is This the Right Question?

On Thursday, October 22nd, the S&P 500 fell 1.2%, and the Nasdaq had its worst day since June. The headlines said the market fell. About two-thirds of the index’s stocks went up.

That one day is the best summary I can offer of the AI debat...

4 days ago
15
4

Safer Than Ever, More Afraid Than Ever

This is not one of my usual posts. I normally write about markets, technology and the forces shaping our future, or something personal. But something else has fascinated me for some time: how our constant access to information changes the w...

16 days ago
15
6

The Great Convergence

In my last piece, “Wall Street Isn’t Waiting for Congress,” I wrote about stocks, bonds, funds, collateral, and money beginning to move onto blockchain rails. The point was not that the financial system we know is disappearing. It was that...

a month ago
43
5

Wall Street Isn’t Waiting for Congress

On September 15, the U.S. Senate voted on the bill meant to give America its first complete crypto rulebook. It needed 60 votes. It got 49.

The coverage was grim: a major setback for the industry, with clear rules now unlikely before next...

a month ago
21
2

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  • Michael Nicoletos

    Macro, markets, and the stories everyone is telling themselves. China, Japan, Gold, AI, Crypto. The consensus is usually right about the facts and wrong about what the facts mean. Sometimes I write about other things too. Founder @ DeFi Advisors.

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