Recent signals seem to indicate a major correction in how markets are pricing regulatory-driven technologies versus legacy systems:
Ford's $19.5B Pivot: Ford is taking a massive write-down on EVs and shifting back to hybrids. It looks like the unit economics just aren't there yet without subsidies, and Toyota's cautious hybrid strategy is being vindicated.
China's Structural Slowdown: It’s looking less like a cycle and more like a demographic/structural ceiling. If the "factory of the world" is entering deflation, what does that do to global supply chain resilience?
JPMorgan on Ethereum: JPM is launching a tokenized fund. It seems the "fight" phase is over and the "assimilate" phase has begun. Is this the end of DeFi as an alternative system, or just the inevitable institutional capture?
It feels like we are exiting an era of cheap capital and ideological investing (ESG) and returning to strict unit economics. Thoughts?
Ford's $19.5B Pivot: Ford is taking a massive write-down on EVs and shifting back to hybrids. It looks like the unit economics just aren't there yet without subsidies, and Toyota's cautious hybrid strategy is being vindicated.
China's Structural Slowdown: It’s looking less like a cycle and more like a demographic/structural ceiling. If the "factory of the world" is entering deflation, what does that do to global supply chain resilience?
JPMorgan on Ethereum: JPM is launching a tokenized fund. It seems the "fight" phase is over and the "assimilate" phase has begun. Is this the end of DeFi as an alternative system, or just the inevitable institutional capture?
It feels like we are exiting an era of cheap capital and ideological investing (ESG) and returning to strict unit economics. Thoughts?