Jonathan Ho·Jun 13When the Fed Holds, and the Market RepricesThe market is increasingly skeptical of a soft landing. After months of stubborn inflation data, the consensus is shifting — rate cuts are…
Jonathan Ho·May 31Gold, the Dollar, and the Oval OfficeA quantitative test of whether presidents move gold by pressuring the Fed
Jonathan Ho·Apr 28Rate Cuts And Their Implication For Crypto Vol.2The Fed’s New Puzzle: Cutting Rates in an Inflationary World
Jonathan Ho·Nov 25, 2025Hyperscalers May Cede Basic Cloud Business to DePINWe are all familiar with the famous cloud services provided by the U.S. tech giants. The likes of Amazon (AWS), Google (Google Cloud), and…A response icon1A response icon1
Jonathan Ho·Nov 18, 2025Duration of This Bubble Burst and Future OutlookLately, everyone is very concerned about the crypto market downturn, with many pointing to the potential hawkish rate pause causing…
Jonathan Ho·Oct 30, 2025The Rise of the Machine Economy: peaq ($PEAQ) in 2026?We are entering a new industrial era where machines are no longer passive tools but autonomous economic agents. From self-driving vehicles…
Jonathan Ho·Oct 14, 2025Bitcoin’s Role in a Fractured Macro and Its RisksWith the dollar firm and treasury yields rolling down in Sep-Oct, markets are in a classic risk-off posture. Media narratives now package…
Jonathan Ho·Sep 15, 2025Rate Cuts and Their Implications for CryptoWhile the broader market is cheering an all-but-certain rate cut this week, it’s worth reminding everyone of the risks underneath — and…
