A newsletter, podcast, and community with clear analysis of Texas’s electric grid, clean energy transition, utility policy, and lessons that apply nationwide. New posts weekly.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Bitcoin Macro Intelligence for Professional & High-Net-Worth Investors:
Institutional-grade research on Bitcoin’s macro trends, ETF flows, and market regimes.