New Hires Need a System, Not a Hero
Good lab onboarding should help new people without turning senior staff into full-time trainers on top of their regular work.
Entries & reflections
Category: Crypto.
Notes from the lab, from home, and from the road between.
Stocks Are High, Inflation Is Not Done
Stocks keep setting records, but CPI, oil, and bond yields still have the power to change the mood fast.
Why Crypto Told Monday’s Cleaner Story
Crypto weakness into Monday’s close gave a cleaner read on risk appetite than a plain stock-market recap.
Bitcoin Fund Inflows Need a Second Look
Bitcoin fund inflows still point to institutional appetite, but one day of flows is not the same as a lasting trend.
Coinbase Loss Tests Crypto Confidence
A reported US$94 million Coinbase loss is a reminder that crypto confidence still depends on trust, not just adoption talk.
Stocks Want Calm, but Oil and the Fed Won’t
Stocks still have an AI growth story, but oil, yields, and the Fed keep making the rally harder to trust.
Peace Headlines Can’t Outrun Oil and the Fed
Stocks want relief from the Iran story, but oil prices and the Fed still have the power to cool the rally fast.
AI Is Still Hot, but the Market Wants Fresh Names
The AI trade is still strong, but investors seem less satisfied with only the obvious winners now.
Bubble Talk Is Back Because Confidence Is Back
Stocks keep climbing, but bubble talk is returning because the rally now depends on several hard problems improving together.
This Rally Keeps Getting Better Headlines Than Foundations
Stocks keep notching strong headlines, but the Fed, inflation, Iran, and narrow AI leadership make the foundation less settled.