Market & Project Analysis on Digital Asset Radar

Mining Stocks 2026: Tavi Costa's Automation Thesis

Sat, 04 Jul 2026 00:15:59 +0000

Tavi Costa, founder of Azoria Capital, argues that mining companies at today’s prices generate better profit margins than Google or Meta — and that automation over the next 10 to 15 years turns the highest-quality gold, silver and copper assets into an outright arbitrage for patient owners. He calls the moment “the rebirth of mining.”

China's New Gold System: Why Beijing Killed Paper Gold

Sat, 04 Jul 2026 00:15:42 +0000

On July 24, several of China’s largest banks will switch off retail paper gold trading — and pair it with a new physical-gold settlement system run out of Shanghai and Hong Kong. Taken together, the moves read less like consumer protection and more like the opening move in a long game to price gold in the East and challenge the dollar.

Prediction Markets: Kalshi and the New Wall Street

Sat, 04 Jul 2026 00:04:33 +0000

Prediction markets let anyone price the probability of a future event — an election, a rate cut, a hurricane, a Bitcoin move — and get paid for being right. In a conversation with Raoul Pal, Kalshi co-founder and CEO Tarek Mansour argues that these markets are quietly becoming a “new Wall Street”: a truth-seeking machine that democratizes forecasting, prices things the incumbents never could, and now runs regulated crypto perpetuals on U.S. soil.

Economic Singularity: Raoul Pal's 2030 Crypto Thesis

Fri, 03 Jul 2026 22:28:28 +0000

Raoul Pal’s “economic singularity” is the point — he pegs it around 2030 — where AI, cheap energy, and robotics grow the economy so fast that our existing tools for measuring markets, business, and money stop working. His argument isn’t a doom prophecy; it’s a timing call, and it ends with a specific instruction: you have roughly six years to build wealth before the map you’re using becomes useless.

Reed's Law and the Exponential Age of Crypto

Fri, 03 Jul 2026 22:03:48 +0000

The “exponential age” thesis argues that a cluster of technologies is hitting mass adoption at once, and that the value they create won’t grow linearly — it will follow Reed’s Law, which says the potential of a group-forming network scales as 2^N rather than N². For anyone valuing crypto networks, the difference between those two curves is the whole argument.

Ondo Finance Explained: USDY, OUSG & Tokenized Treasuries

Fri, 03 Jul 2026 21:31:13 +0000

Ondo Finance brings public US Treasuries onto the blockchain through two flagship products — USDY, a yield-bearing stablecoin, and OUSG, a tokenized Treasury fund — while its ONDO token governs the ecosystem rather than paying holders yield. Understanding that split is the key to reading the project.

GENIUS Act: How Stablecoins Absorb US Treasury Debt

Fri, 03 Jul 2026 21:13:13 +0000

Dollar-pegged stablecoins are quietly becoming one of the largest buyers of US government debt — and new legislation is designed to accelerate that shift. Under the GENIUS Act, every compliant stablecoin issuer must hold US Treasuries as backing, turning each digital dollar into a claim on the American balance sheet.