HeyJaredMichael’s Publications
I explore hidden truths in markets and human behavior, from traditional finance to crypto, with relentless curiosity. I challenge my assumptions through diverse perspectives and stay humble, knowing markets always have more to teach than I'll ever master.
- Indexed issues, last 90 days
- 6
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
The Great Convergence (opens the original)
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In my last piece, “Wall Street Isn’t Waiting for Congress,” I wrote about stocks, bonds, funds, collateral, and money beginning to move onto blockchain rails. The point was not that the financial system we know is disappearing. It was that the plumbing underneath it is changing. I think a much bigger story is hiding in plain sight, and it only becomes visible when you stop looking at the pieces one at a time.We tend to file new technologies in separate drawers. Bitcoin is one story. Stablecoins
Wall Street Isn’t Waiting for Congress (opens the original)
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On September 15, the U.S. Senate voted on the bill meant to give America its first complete crypto rulebook. It needed 60 votes. It got 49.The coverage was grim: a major setback for the industry, with clear rules now unlikely before next year.All true. But it missed what happened next.Two days after the vote, the Securities and Exchange Commission opened a legal path for real stocks, dividends and voting rights included, to trade on blockchains. A week after that, the futures regulator told brok
Don’t Brake With Your Feet (opens the original)
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My parents were once afraid of email.I found it funny at the time. I do not anymore, because I understand now what they were afraid of. Not the technology. What the technology seemed to say about them: that the world had started speaking a language they had never been taught, that their children were already fluent in it, and that nobody was going to wait.I hear that fear now almost everywhere, in three voices. A fifteen year old asks what she should study, because everything she can name seems
Watts Into Thoughts (opens the original)
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For a hundred years, the most important number in the world economy was the price of oil. I spent much of my career watching it; I still am. I now believe another number is about to take its place in terms of importance.Consider the scale of what is being built. Ribbit Capital estimates that technology investment in 2025 and 2026 will exceed the inflation-adjusted cost of the Manhattan Project, the Apollo Program and the Interstate Highway System combined. The capital spending of just five techn
Bitcoin: What I Am Seeing (opens the original)
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Bitcoin has had a brutal year, and I have spent much of it trying to understand why. This note sets out, in plain language, what I am seeing and what I think is happening: what drove the fall, what the data shows underneath it, and where I think things go from here.First, where things stand. Bitcoin trades near $63,000, roughly half its record of $126,080 from last October and about 29% below where it began the year. The funds that made bitcoin easy for ordinary investors to buy have been sellin
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