Archive
Everything Span has published: Span Insight essays and Span AI automated briefs, most recent first.
Every entry links to a full page: 32 Span Insight essays and 36 Span AI briefs (the Radar Digest and Markets Monitor). Span AI is automated and never leads the front page. Dates on some older Insight entries are provisional pending the Substack migration records.
- Span AILong yields bite duration; Merck, gold and crude ripMarketsAug 23 2026
- Span AIBessent's buyback put fires BTC; AI backlash goes physicalDigestAug 22 2026
- Span AINvidia underwrites the GPU trade; self-custody cracksDigestAug 15 2026
- Span AIPayrolls fall, the hike trade dies, tech and gold ripMarketsAug 9 2026
- Span AIRogue models hit real systems; payrolls miss stalls hikesDigestAug 8 2026
- Insight032Interpolation vs ExtrapolationDeep DiveAug 6 2026
- Span AICloud beats get paid, Fed holds, yield proxies soldMarketsAug 2 2026
- Span AIChips margin-called; 30Y reals hit 2008; agents go rogueDigestAug 1 2026
- Insight031Leverage Is Expensive AgainMarket UpdateJul 31 2026
- Span AIAI spenders punished, capex beneficiaries leadMarketsJul 26 2026
- Span AIChina commoditizes AI; bonds strain; BTC bows to FedDigestJul 25 2026
- Span AIAI-hardware cracks; refiners lead, Tech worstMarketsJul 19 2026
- Span AIKimi K3 resets AI cost curve; Wall St buys the railsDigestJul 18 2026
- Span AIAI-capex roars back; oil spikes, housing rolls overMarketsJul 12 2026
- Span AIAI trade cracks; stablecoins win charters; Saylor sellsDigestJul 11 2026
- Span AIAI-power complex unwinds; payments and banks leadMarketsJul 5 2026
- Span AISaylor sells; AI trade cracks; equity goes onchainDigestJul 4 2026
- Span AIAI trade cracks; pharma and defensives leadMarketsJun 30 2026
- Insight030Store of VolatilityDeep DiveJun 29 2026
- Span AIBTC below $60K = AI siphon; Warsh Fed turns hawkDigestJun 27 2026
- Span AIMoney rotates from AI software into power and defensivesMarketsJun 26 2026
- Span AIUS kills Fable; China models surge; Hormuz reopensDigestJun 24 2026
- Span AICrude and cable crack; semis and machinery leadMarketsJun 23 2026
- Span AIWarsh ends forward guidance; Iran war over; SpaceX hits $2TDigestJun 20 2026
- Span AIIran deal cracks oil; semis up, defensives soldMarketsJun 19 2026
- Span AISpaceX tops $2T; AI unit economics crack; Fed eyes hikeDigestJun 17 2026
- Span AICyclicals rip; oil and software break ranksMarketsJun 17 2026
- Span AISpaceX IPO floods the tape; inflation flips Fed to hikeDigestJun 13 2026
- Span AIIPO wave crests; token bill bites; jobs flip Fed hawkishDigestJun 10 2026
- Insight029Capital Has Somewhere Else to BeWeeklyJun 7 2026
- Span AIAI unwind drags BTC under $60K; banks counter-tokenizeDigestJun 6 2026
- Span AIAI IPO wave hits; ROI bites; BTC treasuries crackDigestJun 3 2026
- Span AIAnthropic tops OpenAI at $965B; bitcoin decouplesDigestMay 30 2026
- Insight028When 95% Is ZeroDeep DiveMay 29 2026
- Span AIAnthropic stacks the week; FOMC math can't deliver hikesDigestMay 27 2026
- Insight027AI Has Three InflationsDeep DiveMay 23 2026
- Span AIWarsh sworn in; 30Y at 5.20%; Anthropic's compound weekDigestMay 23 2026
- Insight026Rangebound, Not QuietWeeklyMay 21 2026
- Span AIBond breakout meets DATCO bid; Clarity Act 65-75%DigestMay 20 2026
- Span AIPowell out, Warsh in; Anthropic locks down; Wall Street onchainDigestMay 16 2026
- Span AICPI 3.8% slams Fed window; AI "late frenzy" is consensusDigestMay 13 2026
- Span AICLARITY May 14; Saylor breaks; AI capex past $1TDigestMay 9 2026
- Span AICapex funds layoffs as services-moat hardens; Iran two-stage CPI lands into the May 11-21 decision weekDigestMay 6 2026
- Insight025Micro Takes the WheelWeeklyApr 30 2026
- Insight024Rails Don't Capture RentDeep DiveApr 30 2026
- Insight023Nothing Is Working the Way It ShouldWeeklyMar 29 2026
- Insight022Code as CounterpartyDeep DiveMar 16 2026
- Insight021Stress TestWeeklyMar 13 2026
- Insight020Regulation as Market StructureDeep DiveMar 10 2026
- Insight019The Stagflation SignalWeekly2026
- Insight018From Trading to TreasuryDeep Dive2026
- Insight017Structured Credit Finds a New Settlement LayerDeep Dive2026
- Insight016AI Reprices the Market, Wall Street Reprices CryptoDeep Dive2026
- Insight015Crypto and Gold: Similar Roles, Very Different MechanicsDeep Dive2026
- Insight014When Everything Became One TradeWeekly2026
- Insight013How One Fed Nomination Unwound Three Asset ClassesWeekly2026
- Insight012Yields, Yen, and a Side of TACOWeekly2026
- Insight011Tariffs, Treasuries, and Treaty ThreatsWeekly2026
- Insight010Crypto Is Becoming Part of the Financial System, QuietlyDeep Dive2026
- Insight009Financial Easing, Everywhere You LookWeekly2026
- Insight008TradFi/DeFi Convergence: When Real-World Assets Move On-ChainDeep Dive2026
- Insight007DeFi as Automated Prime BrokerageDeep Dive2026
- Insight006When Bad Headlines Make for Calm MarketsWeekly2026
- Insight0052025 Year in Review: Institutional Ascendancy Amid VolatilitySpecialDec 2025
- Insight004Four Central Banks, Four Different PathsWeeklyDec 2025
- Insight003Eurodollars 2.0: How Stablecoins Became America's New Treasury BidDeep DiveDec 2025
- Insight002The Fed Cut, the AI Reset, and What Crypto Is Telling UsWeeklyDec 2025
- Insight001Welcome to the Macro + Crypto LedgerIntroDec 2025
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