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Sound Money Quant
@SoundMoneyQuant

Counting @arkade_os Just my views

Joined June 2026
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Sound Money Quant
@SoundMoneyQuantOct 7

Why Interest Rates Are Rising and Why Money Matters Less Than You Think (for the moment)

For simplicity, consider goods, services, and resources as different forms of energy.

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Sound Money Quant
@SoundMoneyQuantSep 11

A Supply Shock Meets a Sovereign Debt and Monetary Crisis: Europe at the Center of the Collision.

The closure of the Strait of Hormuz reduces global oil and gas output. So far, it has not been necessary to destroy demand because the shortfall has been compensated for through inventory drawdowns. H…

Article · @SoundMoneyQuant
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Sound Money Quant
@SoundMoneyQuantAug 25

The ASIC-GPU Trade: How to Hedge Compute Regret

Bitcoin miners are facing an increasingly complicated set of choices due to the AI boom. Some have already pivoted toward AI compute, chasing higher returns from GPUs. Others are considering the same …

Article · @SoundMoneyQuant
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Sound Money Quant
@SoundMoneyQuantAug 21

BTC +21% in 2 days: What Covered Call Sellers Should Learn From This Move

BTC is up by about 21%, from 64.5k to 78k, in less than 48 hours, while implied volatility is up by about 31%, from 34.9 to 45.8.

Article · @SoundMoneyQuant
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