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FTX: A Defining Dilemma
How FTX navigates 2022 could make or break SBF's Wall Street legacy
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Jul 11, 2022
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FTX: A Defining Dilemma
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June 2022
Carbon Cowboys
How exchanges win as the carbon bubble inflates
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Jun 13, 2022
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Carbon Cowboys
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Returning
A few weeks ago I decided to take a hiatus from writing to refresh the brain & get a few personal affairs in order. The break was well enjoyed. I spent…
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Jun 3, 2022
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Returning
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April 2022
Burnout, The Promised Land & Taking A Break
After many weeks of debate & deliberation, I’ve made the difficult decision to hit pause on publishing Front Month posts for the immediate future. For…
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Apr 15, 2022
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Burnout, The Promised Land & Taking A Break
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Q1 Exchange Volumes: What We've Learned
The top trends & charts I'm following
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Apr 10, 2022
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Q1 Exchange Volumes: What We've Learned
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Flash Boys, Meet Crypto Bros
Plus: CME altcoin futures, MarketAxess, LME, and more
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Apr 8, 2022
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Flash Boys, Meet Crypto Bros
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LME: The Aftermath
Plus: SEC aggression, meme stock revival, and more
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Apr 1, 2022
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LME: The Aftermath
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March 2022
Exchange Equity Research 101
Part 1: CME as a case study for pure-play exchange modeling
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Mar 29, 2022
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Exchange Equity Research 101
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What Jim Chanos Gets Wrong - And Right - About Coinbase
Plus: TP ICAP, MEMX options, and more
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Mar 25, 2022
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What Jim Chanos Gets Wrong - And Right - About Coinbase
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Moral Hazard, Power & The London Metal Exchange
Welcome to another issue of Front Month, a newsletter covering the biggest stories in exchanges & market structure every Friday. If you have questions…
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Mar 18, 2022
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Moral Hazard, Power & The London Metal Exchange
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Why The Golden Age Of Retail Is Over
Why today's environment is stacked against the retail trader
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Mar 16, 2022
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Why The Golden Age Of Retail Is Over
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Bringing HFT To DeFi With Doug Colkitt
Welcome to another issue of Front Month, a newsletter covering the biggest stories in exchanges & market structure every Friday. If you have questions…
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Mar 11, 2022
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Bringing HFT To DeFi With Doug Colkitt
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