HeyJaredAnton Golub Newsletter - Digital Assets, Crypto & Regulation
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- Indexed issues, last 90 days
- 4
- Latest publication
- Aug 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
I Asked AI to Evaluate Breakthroughs in My PhD Research (opens the original)
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A few days ago, this appeared in my feed.GPT-5.2 Pro had solved ten major mathematical problems in three days.The list included high-dimensional sphere packing, non-sofic groups, Connes’s rigidity conjecture, quantum parallel repetition and multicolor Ramsey numbers.I stopped scrolling.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!mbza!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47b09
Concentration. Leverage. Volatility. (opens the original)
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At the end of June, Situational Awareness was up approximately 439% after fees for the year. In July, it lost 67%. Fund sold most of its public-equity portfolio to Citadel, closed its short positions and removed all leverage and portfolio financing. Gains before July had been so large that it was still up approximately 80% for the year.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!WqvX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-po
Strategy’s Bitcoin Flywheel Has Entered Its Liability-Management Phase (opens the original)
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Strategy sold $544.5 million of MSTR last week.It bought zero Bitcoin.During the same week, it added $525 million to its USD reserve and spent $25 million repurchasing STRC at an average price of $86.52.This is not another treasury update.It is a capital-structure pivot.Strategy’s Bitcoin flywheel has entered its liability-management phase.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/
Only 1 out of 4 Dubai residents owns property: how Tribe is building regulated access to real estate - podcast with Sebastian Agren (COO & Co-Founder of Tribe) (opens the original)
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Hi, it’s Anton.Dubai has one of the most active real estate markets in the world.Yet 75% of the city’s residents still do not own property in Dubai.Price barrier remains high, and putting real estate “on-chain” does not automatically solve it.We had Sebastian Agren, COO and Co-Founder of Tribe, on blockCAST to discuss what it actually takes to build a r… <a href="https://antongo
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