The Orange Sponge

The Orange Sponge

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You Can't Eat a T-Bill (or a Dollar, or a Stablecoin)
Why stablecoins can prolong, but not save the US deficit
 • TheOrangeSponge
H.4.1 Liquidity Watch // Issue # 15
The Treasury Just Pulled $60 Billion Back — This Week's Fed Report Rundown
 • TheOrangeSponge
The Hidden Tide // Episode 3
It Was Never About Earnings-The Real Fuel of Markets is Something Else
 • TheOrangeSponge
H.4.1 Liquidity Watch // Issue #14
The TGA Has Now Shed $225 Billion Since April — So Why Did Reserves Fall This Week?
 • TheOrangeSponge
The Hidden Tide // E.2
Why your salary can't catch the house price
 • TheOrangeSponge
H.4.1 Liquidity Watch #13: TGA Drain Continues
Bank Reserves Are Above $3 Trillion — And What 13 Weeks of Data Reveal
 • TheOrangeSponge
Four Independent Signals. One Story.
What Different Frameworks Are Telling Me About Bitcoin Right Now
 • TheOrangeSponge
The Math Nobody Runs Before Buying the Dip
When a token crashes 80%, people think they're finally getting a good entry. The math says otherwise — and so does everything that drove the prior high.
 • TheOrangeSponge
The Hidden Tide // E.1
The Hidden Tax You've Already Been Paying. A dollar in 1900 is worth 2.7 cents today — and almost none of that showed up in the official inflation…
 • TheOrangeSponge
Introducing: The Hidden Tide
A six-part series about the forces that shape money, markets, and wealth — for people who never planned to become financial experts.
 • TheOrangeSponge
Fed Liquidity Watch // Issue #12
The TGA shed $125.3 billion in a single week — its steepest drawdown since the April peak. Reserves crossed $3 trillion for the first time in this…
 • TheOrangeSponge
CLARITY: The Second-Order Effect Nobody Is Talking About
The path of least permission
 • TheOrangeSponge
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