Index
Theses
Written views on world events, each expressed as long and short legs and settled in sBTC.
2 Theses
2 Theses · 1 open · 1 resolving · 0 resolved
Why this matters: the same weights, NAV and state remain visible in either view.
Monetary · 180dOpen
Hard Money Drift
Central banks continue diversifying reserves away from the dollar toward gold and hard assets.
L · XAU 60% · BTC 40%S · DXY 100%
NAV
0.001175
7d
+0.9%30d
+4.1%desk.stxmarkets.btc · illustrative identity · CoreILLUSTRATIVEStaking yield
Monetary · 120dResolving
Rate Cliff
Policy rates fall faster than futures imply as labor data softens.
L · TLT 70% · XAU 30%S · DXY 100%
NAV
0.000971
7d
−1.2%30d
−2.7%desk.stxmarkets.btc · illustrative identity · CoreILLUSTRATIVEStaking yield