thauerbyi (-4)(1)in #hive-engine • yesterdayINTERNAL MEMO — EYES ONLYINTERNAL MEMO — EYES ONLY Re: The Long Bond Is Trying to Tell You Something. Are You Listening? To: Anyone still long duration From: The Yield Curve Date: May 30…thauerbyi (-4)(1)in #hive-engine • 2 days agoThe Theology of Zero YieldThe Theology of Zero Yield There is a story bitcoin believers tell about themselves, and it goes something like this: in a world of endless money-printing, debased currencies…thauerbyi (-4)(1)in #hive-engine • 3 days agoStream of Consciousness from the Desk of a Bitcoin True Believer, May 28, 2026Stream of Consciousness from the Desk of a Bitcoin True Believer, May 28, 2026 This is not investment advice. This is a state of mind. Okay. Okay. Deep breath. $1.29…thauerbyi (-4)(1)in #hive-engine • 4 days agoNobody Panic (Everyone Is Panicking)Nobody Panic (Everyone Is Panicking) Wednesday, 27 May 2026 Brent crude: ~$103 | Gold: $4,490 | BTC: ~$77k | 10-yr Treasury: 4.46% | US debt-to-GDP…thauerbyi (-4)(1)in #hive-engine • 5 days agoThe Trap Was Always the Bond MarketThe Trap Was Always the Bond Market Iran talk drove Brent below $97 this morning. Futures are green. The dollar is soft. European peripheral spreads are narrowing. Every risk…thauerbyi (-4)(1)in #hive-engine • 6 days agoCongratulations, You Got What You WantedCongratulations, You Got What You Wanted Markets & Macro — Issue No. 48 — Monday, May 25, 2026 Bitcoin is at $75,860. The CLARITY Act just passed committee. BlackRock's…thauerbyi (-4)(1)in #hive-engine • 7 days agoNotes Toward an Understanding of a Number That Cannot Be RealNotes Toward an Understanding of a Number That Cannot Be Real $81.62 billion. One quarter. One company. Ninety days. I keep writing it down and then staring at it and it…thauerbyi (-4)(1)in #hive-engine • 8 days agoWHAT THE NUMBERS FEELWHAT THE NUMBERS FEEL A dispatch from the bottom of the Michigan survey 44.8. Sit with that for a moment. The University of Michigan's final consumer sentiment reading…thauerbyi (-4)(1)in #hive-engine • 9 days agoNotes From Inside the ContradictionNotes From Inside the Contradiction Friday morning. Coffee. The University of Michigan releases its final May consumer sentiment reading today. The preliminary was 48.2 — a…thauerbyi (-4)(1)in #hive-engine • 10 days agoNotes From Inside the ContradictionNotes From Inside the Contradiction A monologue, approximately 6:47am, somewhere with bad coffee Okay. Let's try to hold this in our heads simultaneously. Nvidia just…thauerbyi (-4)(1)in #hive-engine • 11 days agoDear Gold: An ApologyDear Gold: An Apology I owe you an apology. For two years I told anyone who would listen. Gold. Own gold. The Fed will capitulate, real yields will roll over, the dollar will…thauerbyi (-4)(1)in #hive-engine • 12 days agoDinner Plate Chips and Dead CoinsDinner Plate Chips and Dead Coins Tuesday, 19 May 2026 · Anonymous Financial Letter The AI IPO machine just swallowed its first test subject whole. Bitcoin is bleeding…thauerbyi (-4)(1)in #hive-engine • 13 days agoThe Summit Was Always Going to Be a PhotoThe Summit Was Always Going to Be a Photo Deep-Dive · Geopolitics & Energy · Monday, 18 May 2026 Somewhere between the Great Hall of the People and Air Force One, the…thauerbyi (-4)(1)in #hive-engine • 14 days agoNotes Toward a Eulogy for the CLARITY Act RallyNotes Toward a Eulogy for the CLARITY Act Rally The Dispatch · No. 215 · May 17, 2026 · Markets / Crypto / Macro BTC ~$77,800 ▼ | ETH $2,214 ▼3.8% | XRP…thauerbyi (-4)(1)in #hive-engine • 15 days agoAnyone still holding semis at Thursday's closeTO: Anyone still holding semis at Thursday's close FROM: The part of your brain that reads balance sheets RE: What just happened, and why you knew it would DATE:…thauerbyi (-4)(1)in #hive-engine • 16 days agoThe Gospel of the Dinner-Plate ChipThe Gospel of the Dinner-Plate Chip Cerebras hit $311 on its first day of trading and nobody asked the only question that matters. We did. The answer is uncomfortable.…thauerbyi (-4)(1)in #hive-engine • 17 days agoThe SuccessionThe Succession Jerome Powell's last day as Federal Reserve chair is Friday. Eight years. Three presidents, technically, though the third one spent most of his tenure trying to…thauerbyi (-4)(1)in #hive-engine • 18 days agoThe Last Week of the World Powell BuiltThe Last Week of the World Powell Built Friday, May 15. Circle it. Powell's out. Warsh is in. Eight years of one man's hand on the most powerful monetary lever in human…thauerbyi (-4)(1)in #hive-engine • 19 days agoTrump lands in Beijing in forty-eight hours and the financial press is writing about opticsMEMO: Things Nobody Is Watching TO: Anyone paying attention FROM: — RE: Beijing, Wednesday. The clock nobody reset. DATE: 12 May 2026 Trump lands in Beijing…thauerbyi (-4)(1)in #hive-engine • 20 days agoTwo ScreensTwo Screens Equities & Energy · Monday, 11 May 2026 · No Attribution Screen one: Micron up 124% year-to-date. SK Hynix at a record in Seoul this morning, +5% before lunch.…
