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Macro, Liquidity, and the ETF Pullback
This week ties three themes together. Macro pressure from rising CPI and yields makes risk appetite ...
September 12
- Blokfeed
Tokenization, Fragile Bridges, Sidechain Risk
Nasdaq's $100M stake in Kraken's parent signals legacy markets buying the rails for tokenized equiti ...
September 11
- Blokfeed
Treasuries, Trust, and Quantum Timelines
Markets look constructive but choppy. Liquid’s partial return of 3,400 BTC highlights bridge risk an ...
September 9
- Blokfeed
Peg Risks, Privacy ETFs, and L1 Exodus
This week exposed a throughline: trust and execution matter more than narratives. Liquid’s peg failu ...
September 8
- Blokfeed