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Westward Capital Alpha

Westward Capital Alpha

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Updates on current & prospective investments, thoughts about the markets, miscellaneous alpha. Managed by @jreynolds999.

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Date
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Mentions
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Channel Posts
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https://www.wsj.com/politics/policy/biden-diagnosed-with-metastatic-prostate-cancer-92b493c0?mod=hp_lead_pos1
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https://x.com/solidintel_x/status/1920741459080171792?s=2
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Galaxy: state of crypto lending and borrowing
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According to DeFiLlama, the total market value of stablecoins has approached $240 billion, continuing to set new historical highs, with an increase of $4.78 billion in the past 7 days. Since the beginning of this year, the total market value of stablecoins has increased by more than $36 billion. — link
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CFA Institute: An Investment Perspective on Tokenization This report examines tokenization's transformative impact on traditional assets, highlighting its process, benefits, challenges, and policy implications, emphasizing operational efficiencies and practical use cases. - Link
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https://x.com/federalreserve/status/1915519104435224895?s=52
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ETF Flows: 22 Apr 2025 🟢 Bitcoin ETFs: $912.7M net inflows 🟢 Ethereum ETFs: $38.8M net inflows
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https://x.com/BitcoinFear/status/1914907103531008050
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Circle to Announce Payments Network to Transform Global Money Movement Circle has announced the Circle Payments Network (CPN), a real-time cross-border settlement platform leveraging regulated stablecoins like USDC and EURC to connect financial institutions globally, offering faster, more transparent, and programmable payment solutions while addressing compliance and regulatory requirements. - Link
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*TRUMP: NO INTENTION OF FIRING POWELL
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*TRUMP: WE'RE GOING TO BE VERY GOOD TO CHINA *TRUMP ASKED IF HE’LL PLAY HARDBALL WITH CHINA, SAYS NO *TRUMP: CHINA, OTHER COUNTRIES HAVE TO MAKE A DEAL *TRUMP: IF THEY DON'T MAKE A DEAL, WE'LL SET THE DEAL *TRUMP: TARIFF ON CHINA WON'T BE AS HIGH AS 145% *TRUMP: CHINA TARIFF WILL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO *TRUMP: I THINK WE WILL MAKE DEAL WITH CHINA
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CANTOR NEARS $3B CRYPTO VENTURE WITH SOFTBANK AND TETHER: FT — DB
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https://x.com/WatcherGuru/status/1912863293988892888
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https://pracap.com/theyre-gonna-choose-to-run-it-hot/ one of the best (and only) sources of macro opinion i regularly consume
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https://x.com/bbands/status/1910395283558785115?s=52
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https://x.com/0x_ultra/status/1910323014853611905?s=55
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https://x.com/watcherguru/status/1910319544331100582?s=5
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U.S. CPI: +2.4% YOY (EST. +2.5%) U.S. CORE CPI: +2.8% YOY (EST. +3.0%)
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https://x.com/watcherguru/status/1910148120228343829?s=52
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