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Musk Is a Decade Late to Build a Super App
A deep dive on Musk's ambitions to turn Twitter into WeChat and why his top-down approach is antithetical to how Asian super apps were born
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Dan Runkevicius
Masterworks—The Ultra-Wealthy Invested 54% of Their Money in This
In this week's MIM, we dive deep into the surprising explosion of alternative investments, their ubiquitousness in ultra-wealthy portfolios, and how you…
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MIM editors
October 2022
Is the Stock Market in for Three Lost Decades?
Did you know that between 1970 and 2000, the stock market went through not one but nearly THREE lost decades?
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MIM editors
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Dan Runkevicius
2
Do We Need Bitcoin for What It’s Become? (Part 1)
This week's we dive deep into what bitcoin is and what it can realistically become as an asset class. But do we need it as such?
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Dan Runkevicius
Why Today’s Inflation Is More Dangerous Than the 1970s
In this week's "Deep Dive", we dig into the weeds of today's inflation and its striking resemblance to the 1970s breakout. But make no mistake, this…
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Dan Runkevicius
September 2022
Bonds Are King
In this week's MIM, we delve into crypto's decorrelation from stocks, real yields and their devastating toll on stocks, and the investment implications…
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MIM editors
I'm So Bearish, I'm Bullish
In this week's MIM, we dive into bitcoin's path to "mainstream alternative" asset class, the roller coaster in stocks, inflation, white-collar recession…
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MIM editors
Winter Is Coming
In this week's MIM edition, we dive into Europe's energy nightmare, coming earnings recession, drying up NFT liquidity & more...
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MIM editors
So Long, Soft Landing...
In this week's MIM, we are diving into fake crypto data, takeaways from Jackson Hole, Europe's energy crisis, China's fresh lockdown & more.
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MIM editors
August 2022
Jackson Hole Fears, Bull vs. Bear Cases, Europe in Trouble & More
In this week's MIM edition, we broke down bearish and bullish cases for the second half of 2022, the underlying reasons behind the crypto sell-off…
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MIM editors
"Dramatic" HODLer Capitulation, Smart Money Comeback, Europe's Energy Crisis & More
In this week's issue, we dive into Glassnode's latest on-chain report that points to "dramatic" migration in bitcoin, the resurgence of smart money in…
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MIM editors
$21 Trillion Crypto Catalyst and Self-Fulfilling “Memephesy”
In this week's issue, we dive into the AMTD-driven meme stock rally, a $21 trillion institutional vote of confidence for crypto, and more...
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MIM editors
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