Seems plausible that crypto market dynamics were an early tell of broader retail dynamics across all asset classes and what we are seeing today is nothing more than the memefication of everything.
In that sense, gold is beta not alpha.
Anyone willing to share insights on what big fin/tech cos do with idle cash? I'm assuming enormous raises raise function similar to what Robinhood/Coinbase would do with their idle customer deposits?
Is it as simple as having a partner bank and dumping into MMFs? and then more sophisticated players get to run bank sweep programs?
spent a few hours this afternoon building with claude: fiat.markets. an exploration of stablecoins seen through the 4fs framework.
p simple dashboard. it would have taken (me) many many more hours to get everything set up. they got me hooked.
ok hit limit on pro plan. i guess everyone is paying those $250 for max then? anyone have takes on what i should/shouldn't be doing before i end up paying thousands
things that would have taken a whole day take 10 mins. my mind is blown. my lifetime imposter syndrome of being a self-taught/KISS programmer might come to shine in the next decade