Postskirax in # dollar • 3 days ago • 1 min readGold Is Getting Increasingly Sensitive To Moves In DollarGold Is Getting Increasingly Sensitive To Moves In Dollarkirax in # wealth • 3 days ago • 1 min readThe Top 1% of U.S. earners now have more wealth than the entire middle classThe Top 1% of U.S. earners now have more wealth than the entire middle classkirax in # crypto • 25 days ago • 2 min readBuilDeFi is the first ever truly fair DeFi launchpadWhy BuilDeFi BuilDeFi: A Fair-Launch Token Launchpad for DeFi Builders If you've ever wanted to launch a token — anything from a simple meme coin to a more sophisticated DeFi protocol — without the usual dev costs and months-long timelines, a new platform called BuilDeFi (buildefi.win) is aiming to make that possible in a matter of minutes…kirax in # loans • 27 days ago • 1 min readCommercial and industrial loans at US commercial banks jumped +$211 billion YoY in the week ending May 13th, to $2.89 trillion, the highest since June 2020.BREAKING: Commercial and industrial loans at US commercial banks jumped +$211 billion YoY in the week ending May 13th, to $2.89 trillion, the highest since June 2020. This also marks the 3rd largest increase since April 2023. Year-to-date alone, commercial and industrial loans have risen +$185 billion. Loans are now just $180 billion…kirax in # oil • 28 days ago • 1 min readBrent Oil Time SpreadsBrent Oil Time Spreads Update The Brent crude oil time spread (2nd to 3rd front-month futures) has collapsed to its lowest level since early March. Key context: The market is pricing in expectations that the Strait of Hormuz could reopen, reducing geopolitical risk premium Despite the sharp drop in spreads, the oil market remains…kirax in # etf • 29 days ago • 1 min readLeveraged trading in Asia is more popular than ever:Leveraged trading in Asia is more popular than ever: The 2x Leveraged SK Hynix ETF, listed in Hong Kong, has attracted +$1.3 billion in year-to-date inflows. As a result, total ETF assets under management (AUM) are up to $8.0 billion, the highest on record, making it the world's largest single-stock leveraged ETF by assets. This fund’s AUM…kirax in # btc • 29 days ago • 1 min read42% of Bitcoin Supply Now Trading at a Loss42% of Bitcoin Supply Now Trading at a Loss Over 8 million BTC — nearly half the entire circulating supply — is currently underwater. This is one of the most severe unrealized loss readings in recent cycle history, driven largely by Short-Term Holders who bought near the highs. Historically, such extreme levels have only appeared during…kirax in # btc • 1 mo. ago • 1 min readSince 2021, we got:Since 2021, we got: -Spot ETF approvals -A pro-crypto President -Pro-Crypto SEC chair -The Fed finally ending QT -The Clarity Act advancing to the Senate Banking Committee -Banks now offering crypto services -Michael Saylor buying BILLIONS worth of #BTC -Bitmine now holding $11.5 BILLION worth of #ETH Yet the total crypto market cap…kirax in # data • 1 mo. ago • 1 min readUS data center construction spending has now topped a $50B annualized rate, driven by AI Infra demandUS data center construction spending has now topped a $50B annualized rate, driven by AI Infra demand From March 2022 to March 2026, data center construction spending surged 336%, from ~$11B to ~$50B Over the same period, general office construction fell 34%, from $65B to ~$43Bkirax in # blog • 2 mo. ago • 1 min readThere is now more than a 70% chance of a rate hike by the end of the year 2026kirax in # blog • 2 mo. ago • 1 min readThe performance gap within tech stocks is at historic levels:The performance gap within tech stocks is at historic levels: The top 20% of US tech stocks have outperformed the bottom 20% by ~120 percentage points over the last 3 months, the 2nd-highest reading in history. By comparison, this difference peaked at ~135 percentage points during the 2000 Dot-Com Bubble. This spread has QUADRUPLED over…kirax in # bitcoin • 2 mo. ago • 1 min readThis is Bitcoin priced in non-USD global currency.This is Bitcoin priced in non-USD global currency. It's a gauge adjusting for the DXY... it isn't perfect. But it isn't a bullish chart, in and of itself. The invalidation would be a breakout above the May 2026 highs.kirax in # blurt • 3 mo. ago • 1 min readtesttest
