HeyJaredCaffeinated Capital
Welcome to Caffeinated Capital, where I sling daily investment letters with enough snark to zap you awake and enough alpha to make your portfolio jitter like a barista on a double shift.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 29, 2026
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- Checking…
- Earliest in this view
- Sep 2, 2026
Latest issues
The Kindest Thing They Ever Did (opens the original)
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THE DAILY MORNING BREW- Charged For The Excitement (opens the original)
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SubscribeGood morning to you!Back from paradise to the smokey skies of Singapore.And… guess what?? The market now pays you less than the United States government does.Not metaphorically. The earnings yield on the S&P 500, which is simply what the index earns per dollar you pay for it, has fallen seven basis points below the yield on a ten-year Treasury bond. The ten-year touched 5.27% yesterday, the highest since 2007.So you can l
What's The Capital of France (opens the original)
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THE DAILY MORNING BREW - CRYPTO DEEP DIVE pt 3 (opens the original)
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SubscribeGood Morning from the sunny shores of Phuket…Today is pt 3 and our last crypto lesson we want to share as part of our deep dive into the crypto markets….Lets start with Solana….Solana's market capitalisation rose 22% yesterday.Solana's price rose 1.5%.Those two sentences describe the same twenty four hours, and both numbers are sitting in front of me in my own notes. The price went from $115.02 to $116.79. The market cap
THE DAILY MORNING BREW - CRYPTO DEEP DIVE PT 2 (opens the original)
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Back by popular demand….. crypto lessons from Caffeinated Capital.Yesterday’s lesson: the revenue multiple is a lie until you know the payout. Today's lesson: the market cap is a lie until you know the float.Yesterday I argued that a crypto valuation multiple is meaningless until you know the payout ratio, because protocols generating real money frequently send you none of it. That was a point about the top of the fraction.Today, the bottom.Here are seven tokens I have been working through this
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