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For crypto investors who care more about preserving and compounding wealth than chasing the next 100x token. Understand the macro regime in less than 10 minutes a week and see exactly how I position my own capital.

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Substack
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Issues41Founded8 months agoLast Issue46 hours ago
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Latest Issues

The Real Reason Institutional Capital Is Coming On-Chain

After listening to Isabel Schnabel’s speech at Jackson Hole this August, I can only conclude that the ECB (European Central Bank) no longer has much doubt that financial markets will eventually become tokenized. They are already dealing wit...

46 hours ago
3

Portfolio Update August 2026: Better Performance, Difficult Conditions

When I published my first Substack post at the end of December 2025, the idea was simple: instead of explaining an investment strategy only in theory, I wanted to show how it behaves over time. Eight months later, that also means showing th...

7 days ago
9

Why My Current Crypto Portfolio Is Just Bitcoin and Gold

Welcome to another monthly post in which I’ll go through what my current crypto portfolio allocation looks like.

In one of my recent posts, I covered my macro analysis for this month and how I think it affects the crypto market. You can fi...

11 days ago
7
1

What Bessent's Treasury Move Really Means for Crypto

Over the past few days, we’ve been watching an interesting situation develop across financial markets. Bitcoin, gold, and part of the crypto market moved higher after new information emerged about the Treasury’s plans to increase purchases...

17 days ago
12
2

What the Current Macro Regime Looks Like for Crypto (August 2026)

Welcome to my monthly review of the macroeconomic environment, written primarily with crypto investors in mind. 🍻

In this article, I’ll share how I currently assess the US economy and financial conditions, as well as how I use that inform...

23 days ago
7
2

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  • Mladen Talks Crypto

    Helping crypto investors understand when to take risk and when to protect capital. Macro, liquidity, market cycles, and full transparency on my own portfolio decisions.

  • Vini B | thecoding

    Writing about crypto, security, blockchain, tech, privacy, open-source, and agorism since 2020. Subscribe to 「thecoding」 | Running NEAR as a validator on thecoding.pool.near | HoS Governance Delegate

  • Madam Markets

    Helping parents raise financially fluent teens in a world of digital money, invisible credit, and platform economies.

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