To understand interest rates, it’s critical to see both what informs them and what they represent. Once properly appreciated as complex-adaptive-system outputs, the Fed becomes an afterthought.

Crypto isn’t worth anything because it has no “intrinsic value”. No one applies this term consistently. Let's deconstruct this amorphous phrase.

All technology seems to do is unbundle and rebundle things. Over short timelines and long ones.

Remember the SVB crisis? Balaji was wrong. Arthur was wrong. I was right. Fed disinfo is rampant. I encourage you to read this, it aged well.

It isn't just violence, value is provided in PoV too. DeFi detracts from it.

It seems like an odd pairing, but perps aggregators may be the prime brokers of crypto. Comparing and contrasting this TradFi concept and applying it to DeFi.

The sun doesn't follow a rooster’s “forward guidance” by rising when it crows

Crypto Market Wizards is RabbitX’s series of interviews with sophisticated DeFi traders and investors. Our fourth interview is with Arthur.

A nation that can't wage war or make its own financial decisions, is not truly sovereign.

Provide value and expect nothing in return. Shots on goal, but don't force the shots.