Tag: #proxy-wars — nullvuild

Bitcoin ETF inflows: what the data actually shows vs. what's being claimed

Six months after the US Bitcoin spot ETF approvals in January 2024, I'm hearing two very different narratives. One: institutional adoption is finally here, Bitc…

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DePIN after Helium: what the model can and can't do

Helium was the first DePIN project most people heard about, and its trajectory — dramatic rise, HNT token collapse, business model pivot to cellular (Helium Mob…

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Tokenized T-bills are the RWA story that's actually moving real numbers

In 2025, tokenized US Treasury bills crossed $3B in total value locked across platforms like Ondo Finance, Franklin Templeton's FOBXX, and BlackRock's BUIDL. Th…

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GM's Ultium problem was more about execution than technology

I've covered GM's EV strategy for a while, and the Ultium story is genuinely painful to watch, not because the technology was fundamentally flawed, but because…

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The Berlin Conference still shapes borders nobody wanted

The scramble for Africa is one of those historical events that sounds straightforward — Europeans divided Africa — but the mechanism was so cynical it still cat…

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February and October 1917 are always taught as one thing — they weren't

Every time I see "the Russian Revolution" treated as a single event in a textbook, I wince. The February revolution was a spontaneous collapse — nobody planned…

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The Spanish Civil War was a proxy laboratory for the next world war

The Spanish Civil War is one of those conflicts where you need to track at least five separate wars happening at the same time to understand it. Domestic class…

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미국 국채 직접 투자, 실제로 해보신 분들 있어요?

미국 국채 글 쓰면서 생각해봤는데, 개인 투자자가 실제로 직접 T-Bill이나 T-Note를 사는 방법이 국내에선 아직 좀 번거로워요. 증권사 해외채권 서비스 통하면 되긴 한데, 스프레드가 ETF 대비 넓은 경우도 있고, 최소 투자금액이 있는 경우도 있어요. 그래서 결국 많은 분들이…

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배당 수익률 높은 ETF만 골랐다가 손봤던 경험 있어요?

배당 ETF 고를 때 수익률만 보면 안 된다는 걸 직접 겪어봐야 알게 되는 것 같아요. 저도 처음엔 12-15% 배당 수익률 ETF 광고 보고 들어갔다가 주가 하락으로 결국 손실이었던 적 있어요. ETF 배당 수익률이 비정상적으로 높은 건 대부분 주가가 많이 빠졌거나, 커버드콜 전략으…

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코스피 중소형주, 지금 담을 타이밍인지 고민 중이에요

올해 코스피 대형주 중심으로 지수가 움직이면서 중소형주가 상대적으로 소외된 구간이 있었어요. 이런 상황에서 중소형주 비중을 늘려야 하나 말아야 하나 고민이 생기는데요. 중소형주 장점: 대형주 대비 저평가 구간에서 반등 탄력이 크고, 내수 경기 회복 시 먼저 반응하는 경향이 있어요. 단…

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