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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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Posts Archive
Repost from Cosima Research
Galaxy: state of crypto lending and borrowing

Repost from Wu Blockchain News
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

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

Repost from Ian's Intel
ETF Flows: 22 Apr 2025 🟢 Bitcoin ETFs: $912.7M net inflows 🟢 Ethereum ETFs: $38.8M net inflows

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

Repost from infinityhedge
*TRUMP: NO INTENTION OF FIRING POWELL

Repost from infinityhedge
*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

Repost from Ian's Intel
CANTOR NEARS $3B CRYPTO VENTURE WITH SOFTBANK AND TETHER: FT — DB

https://pracap.com/theyre-gonna-choose-to-run-it-hot/ one of the best (and only) sources of macro opinion i regularly consume

Repost from unfolded.
U.S. CPI: +2.4% YOY (EST. +2.5%) U.S. CORE CPI: +2.8% YOY (EST. +3.0%)