Thursday links: Investing, revenue meta, DATs, prediction markets
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最新报道：Crypto investor Jon Charbonneau outlines two investing approaches: fundamentals-driven (predicting cash flows) and flows-driven (predicting trading activity). He notes crypto has historically favored flows but may shift toward fundamentals as the industry matures. While Bitcoin straddles both categories, Ethereum’s case is more complex. Charbonneau warns that narrative trading is zero-sum, while cash flow investing can be positive-sum. Meanwhile, falling premiums in crypto-linked stocks like MSTR highlight challenges in flows-based strategies.
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Fed's Goolsbee: Risks of tariff increases remain and inflationary pressures persist
- According to the Bijie.com news, Fed's Goolsbee said that the tariff increase seems far fr...
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