Michael’s Publications

Michael’s Publications

About the Substack

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.

About Michael Nicoletos

Macro, markets, and the stories everyone is telling themselves. China, Japan, Gold, AI, Crypto. The consensus is usually right about the facts and wrong about what the facts mean. Sometimes I write about other things too. Founder @ DeFi Advisors.