The crypto wave arrived outside the trading screen first
My view of Schwab's planned altcoin expansion and a limited quantum-safe Bitcoin mainnet experiment as distribution and long-term security begin moving together
Topics
Investment & Economy
Perspectives on markets, companies, and assets
Is Money Coming Back?
A personal investment log reading Bitcoin's move toward $70,000 as an early flow signal while checking spot ETFs, volume, and leverage before calling it a trend
I Did Not Trust the Sticker Price
My investing record for separating Bitcoin's price, German investment flows, and UK housing asking prices instead of treating three declines as one signal
I Read the Guarantee First
My investing process for separating reported Nvidia data-center financing and Anthropic forecasts from confirmed facts, then checking contracts, cash flow, and supply-chain risk
Orders Are Not Cash
A personal investment-process note separating CoreWeave's $104.2 billion backlog from its $35–39 billion capital-spending plan
AI Pays Interest Too
A personal, plain-language investment note on Nvidia's infrastructure-finance plan, Intel's share offering, and Unitree's IPO
Prices Moved at Two Speeds
My plain-language investment process for China's July consumer and producer prices, Germany-China trade through May, and the Hormuz talks
Where the AI Money Went
My investment-and-economy reading of the August 9, 2026 briefing, focused on power and chip spending, workflow SaaS results, and US crypto legislation and sanctions
The Market Split
I reviewed stocks, FX, oil, gold, and crypto at 6 p.m. on August 3 without forcing their different moves into one market story.
The day KOSPI jumped 17%, my indicator flashed buy too
As KOSPI and KOSDAQ rebounded violently and SK hynix hit its upper limit, I reconsidered the meaning and limits of a signal I originally built for crypto.
A Working Developer Finally Starts an Investment Journal
I am restarting the investment notes and automated-trading experiments I kept postponing, using AI to help turn a long-standing interest into a practical routine.