My long-term thesis for how #crypto plays out. (Trigger warning: Government regulation will feature). ⚠trakx.io/roadmap-to-utopia/⚠ (Or How Crypto-anarchists Will Learn To Love Regulation) 📷 #Bitcoin📷 #ETH #stablecoins #cryptocurrency

May tested digital-asset markets once again. Geopolitical tensions around the Strait of Hormuz, renewed inflation pressure, a cautious Fed transition and short-term risk-off sentiment all contributed to a more volatile backdrop for crypto. But as Ryan Shea highlights in our latest monthly update, the longer-term case for digital assets may be strengthening beneath the surface. From Bitcoin’s role as a politically neutral settlement asset to renewed regulatory momentum in the US and growing sovereign interest in digital reserves, crypto is increasingly moving beyond speculation and into the strategic infrastructure conversation. So, should investors “sell in May and go away”? The answer is not that simple. Read Ryan Shea’s full May 2026 crypto market update here: trakx.io/resources/insights/…

So September. Remember this chart that was doing the rounds a few weeks back?

If confirmed (and who knows given how these negotiations are being conducted in the media) this is a big issue for reasons I outlined in the latest @official_trakx crypto monthly update that dropped today 👇 trakx.io/resources/insights/…

Clear as mud.

Imagine Country X: • Running massive primary deficits • Public debt already at peacetime record highs • Debt servicing costs surging as inflation rises for structural not cyclical reasons (think: Strait of Hormuz closure) Now ask yourself: How does Country X stop bond vigilantes from triggering a sovereign debt death spiral? The textbook answer would be spending cuts or higher taxes. But politically, spending cuts are impossible. And tax rates are already near the top of the Laffer Curve. So what’s left? Yield Curve Control. Cap bond yields. Print if necessary. Suppress volatility. Use financial repression if required: • capital controls • regulatory pressure • moral suasion But there’s a catch. The central bank balance sheet becomes endogenous and there are no enough degrees of policy freedom to maintain low inflation. In fact, higher inflation becomes part of the solution because it erodes the real value of the debt. That’s why this back-up in global bond yields matters, and why it’s structurally bullish for scarce, finite-supply assets. You know the ones!!!! PS: Country X is not one country. It’s most of the developed world.

I think we can put quantum compute risks on the back burner for now.

Three government ministers have resigned today in the UK and still Starmer refuses to step down as PM. Talk about an inability to read the room (or the mood of the country after last week's dreadful local election results).

That strikes me as a very brave assumption, especially the time frame. Remember, hope is not a good investment strategy.

Thailand’s rice farmers are getting absolutely hammered right now. Because of the Iran conflict, diesel and fertilizer prices have shot up so high that many are straight-up skipping this planting season. One farmer told reporters she’d lose over $10K if she tried to go ahead. When the world’s biggest rice producers start cutting back, we all feel it at the grocery store soon after. Anyone else seeing the food price warning signs already? Full story: washingtonpost.com/world/202… #IranWar #FoodCrisis #FertilizerShortage #GlobalFoodPrices

April was another reminder that digital assets are no longer moving in isolation. Geopolitical tensions, energy chokepoints, rising public debt and the weaponization of financial infrastructure are increasingly shaping the macro backdrop for crypto markets. In this month’s update, Ryan Shea explores why Bitcoin’s resilience may reflect more than short-term market momentum: it may signal a growing recognition of crypto as a trust-minimized store of value and settlement layer in a fragmenting global economy. Read the full April market update here: trakx.io/resources/insights/…

It is Friday after all 👀

Hegseth recasts Bitcoin as national security asset amid Russia, China expansion dlnews.com/articles/markets/…

Another month in the history books and it was a positive one for digital assets. To understand why checkout my latest @official_trakx post below: trakx.io/resources/insights/…

Higher US Treasury yields may be a short-term challenge for crypto but what do you think it does to perceptions of US debt sustainability when its over 120% of GDP? You know the meme! coindesk.com/markets/2026/04…

Wow

Anyone know the historic probability of oil refinery accidents because this does seem an awful lot in such a short space of time?