On-chain flows, exchange reserves, governance votes.
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Semiconductor supply chain. Foundries, equipment, export controls.
Independent macro & energy analyst. Formerly buy-side, now writing for the people who actually trade on it.
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Recently migrated from Substack, YouTube, Podcast.
Independent macro & energy analyst. Formerly buy-side, now writing for the people who actually trade on it.
Semiconductor supply chain. Foundries, equipment, export controls.
APAC elections, sentiment desks and on-the-ground organisers.
On-chain flows, exchange reserves, governance votes.
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