Second that recommendation. There&#x27;s a lot of stuff to check out but even just flipping through his analysis is really informative. If you&#x27;re interested in financial shenanigans (or bond market liquidiry) this is the thing to read.<p>His writing is a national treasure (well for financial news anyways)<p>I don&#x27;t think he 100% gets the technicalities of bitcoin though, but hey even bitcoiners don&#x27;t get that...