Sophia’s Thoughts On CLARITY Crossroads
The White House convened banks and crypto leaders this week to discuss the future of the CLARITY Act, and how tokenized dollars will function inside of the U.S. financial system.
Sophia’s Thoughts On A Market Under Strain
Markets were forced into a rapid repricing as crowded positioning, policy uncertainty, and thin liquidity collided, even without a true breakdown in underlying fundamentals.
Sophia’s Thoughts On Trump and Powell
A criminal probe into Jerome Powell has turned a long-running rate dispute into a high-stakes test of Federal Reserve independence.
Sophia’s Thoughts On November’s CPI Print
November’s CPI delivered one of the largest downside surprises in years, but markets are treating the data as a signal to scrutinize, rather than a conclusion to embrace.
Sophia’s Thoughts On The Fed Chair Race
Markets are already reacting to the Federal Reserve’s next chair before a nomination is made, signaling that institutional credibility rather than policy changes is the macro variable now being priced.