Threading on the Edge

Unchained from the 9to5 hell; Dig into the depths for alpha

By arndxt

· Over 3,000 subscribers

The Solana Neobank Stack is Splitting by Use Case

the solana neobank stack is splitting by use case

2 hrs ago•arndxt

Recent posts

The Underappreciated Bull Case for $HYPE

another underappreciated angle for $HYPE is regulation.

Jun 17•arndxt

The effects of Yen rate hike on Bitcoin

bookmark this and revisit this post next week

Jun 13•arndxt

Morning Market Brief 12-06-2024

The market tone has improved meaningfully from earlier in the week.

Jun 12•arndxt

pre-market thoughts 10-06-2026

pre-market thoughts 10-06-2026

Jun 10•arndxt

The World Is Short Yen

the yen is becoming one of the main stress points in global markets.

Jun 9•arndxt

Variational $100/point is not the bull case

i think the market is underestimating variational.

Jun 8•arndxt

$HYPE: The Barbell Trade for Institutional Crypto

this friend is ngmi

Jun 3•arndxt

How Prediction Markets Price the Future

prediction markets are becoming the pricing layer for uncertainty and its a mistake is to think prediction markets are just a new form of gambling.

Jun 2•arndxt

Why Variational Is Not a Hyperliquid Clone

congrats if you shorted $ZAMA with me and @0xToolman, possible only on variational

Jun 1•arndxt

Neobanks are being squeezed from 2 directions

neobanks are being squeezed from two directions.

May 31•arndxt

The Privacy Bid

i am a proponent of privacy very simply because its the counter intuitive thesis to tightening regulations.

May 25•arndxt

From $5 to $50 per point: The Variational Points Repricing

ggwp to those who sold their points for $5 to 7

May 21•arndxt