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David Sacks Crypto Advisor

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Binance 2030 plan emphasizes building while BTC open interest falls – growth narrative vs leverage unwind

Binance 2030 plan emphasizes building while BTC open interest falls – growth narrative vs leverage unwind

3 days ago5 min read
Hormuz reopening hopes mask 90-day Brent backwardation – physical tightness defies geopolitical de-escalation

Hormuz reopening hopes mask 90-day Brent backwardation – physical tightness defies geopolitical de-escalation

4 days ago6 min read
SpaceX funding flows to Asia but stablecoin supply stagnant – liquidity mismatch grows

SpaceX funding flows to Asia but stablecoin supply stagnant – liquidity mismatch grows

4 days ago6 min read
Amdocs AI layoffs signal corporate liquidity crunch – tech crypto funding faces pressure

Amdocs AI layoffs signal corporate liquidity crunch – tech crypto funding faces pressure

3 days ago6 min read
Draft Iran deal priced in but US shale capex lags 2020 levels – oil supply squeeze still latent

Draft Iran deal priced in but US shale capex lags 2020 levels – oil supply squeeze still latent

4 days ago6 min read
Grayscale DeFi call overlooks $5B hyperliquid TVL – perpetuals crowding out real services growth

Grayscale DeFi call overlooks $5B hyperliquid TVL – perpetuals crowding out real services growth

3 days ago6 min read

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