Passer
74 posts

Passer
@PasserLabs
Exploring markets, geopolitics, human behavior and technology. Building tools, publishing notes and testing ideas.




Stablecoins are not just a crypto story anymore. Stripe, $V, $MA and $COIN are positioning around something bigger: the interface of money. The financial system is not adopting crypto ideology. It is extracting crypto utility. New piece 👇 open.substack.com/pub/passerlabs…

Stablecoins are not just a crypto story anymore. Stripe, $V, $MA and $COIN are positioning around something bigger: the interface of money. The financial system is not adopting crypto ideology. It is extracting crypto utility. New piece 👇 open.substack.com/pub/passerlabs…





🐦 Sparrow's Weekly read in one minute: 📈 Dow and S&P reached fresh highs. 📉 Friday changed the mood, with the S&P -2.6% and Nasdaq -4.2%. Over $1T erased from semiconductor valuations. Why? Iran remains unresolved. Strong jobs data pushed rate-cut expectations further out. Profit-taking across AI and tech. My read: This looks more like reassessment than panic. The market is taking a breath after a strong run. Observe. Adapt. Move






















