Weekly Roundup 02/14/25 (OCC and CFTC nominations, nation-state memecoins, Tigran retrospective) (EP.597)
On The Brink with Castle Island
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Navigating Commodity Markets: Eggs, Gold, and Tungsten Insights
This chapter examines the egg shortage caused by bird flu and explores its wider implications on supply chains, inflation, and market dynamics. The conversation then transitions to the volatile gold market, its connection to Bitcoin, and the emerging interest in tungsten as a significant commodity in light of geopolitical tensions.
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