Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 691 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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threadingontheedge.substack.comLatest Issues
Where the Stablecoin Money Really Goes
the stablecoin industry just crossed $300b supply and $33T in annual volume.
there are exactly 4 ways to make money in stablecoins:
yield. transfer fees. fx. adjacent services.
only one of them is printing obscene profits right now and a...
Long Weapons, Short Peace
thought to chime in on @crypto_condom post, i have a pretty bleak and bearish outlook that i thought to share as well
some unpopular observations and asymmetric opportunities despite the bearishness in the coming months
long weapons, shor...
$HYPE wins this time with Circle
arguably this is a major win for $HYPE
i believe we are underestimating the effects that USDC as the treasury deployer would bring to the HL eco
this is much more bullish than most would realize
tldr, never short $HYPE, and today its wi...
10 Early Bets for 2026
i am a huge proponent of privacy $ZEC and recently:
- shared the desci narrative
- caught onto $ONDO with a 2x
- money/credit markets like $AAVE $AERO $MORPHO
- $HYPE has been the strongest thesis along with several ai companies giv...
Japan Is Financing the AI and Macro Supercycle (or Bubble). Everyone Thinks Is American.
Today, I want to look into 2 trades holding the global macro economy together right now.
The first is the Japan carry trade.
The second is the AI capex supercycle.
They look unrelated on the surface. One is about the yen, the BOJ, and s...
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Sleeping within the depths...
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