Index
Theses
Written views on world events, each expressed as long and short legs and settled in sBTC.
2 Theses
2 Theses · 2 open · 0 resolving · 0 resolved
Why this matters: the same weights, NAV and state remain visible in either view.
Geopolitics · 90dOpen
Chokepoint Premium
Disruption at major shipping chokepoints will keep freight and energy risk premia elevated over the next quarter.
L · BRENT 50% · XAU 50%S · SPX 60% · EUR 40%
NAV
0.001090
7d
+1.8%30d
+6.4%desk.stxmarkets.btc · illustrative identity · CoreILLUSTRATIVEStaking yield
Geopolitics · 150dOpen
Ceasefire Dividend
A durable de-escalation lifts regional equities and compresses energy risk premia.
L · EEM 60% · EUR 40%S · BRENT 100%
NAV
0.000997
7d
+0.4%30d
+1.3%olivebranch.btc · illustrative identity · CommunityILLUSTRATIVE