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I’m Maloha (Michael) – over 12 years driving enterprise growth at Gartner and S&P Global, with a track record in $2B+ global accounts, near-100% retention, and awards for top performance.

Now I’m focused on the institutional side of digital assets: leading partnerships & strategy to drive adoption, liquidity solutions, and innovative payments in a global, remote-first environment. Previously bootstrapped a Web3 startup from the ground up, building commercial frameworks, onboarding partners, and navigating the early ecosystem.

This newsletter shares clear, no-BS analysis at the intersection of Tradfi and Crypto: macro trends, monetary policy, on-chain fundamentals, Bitcoin as institutional capital, regulatory shifts, and what actually drives long-term value.

No memecoin speculation. No short-term pumps. Just balanced takes to help builders, investors, and institutions navigate markets with better context.

Occasionally touching on politics when it directly ties to macro or finance (e.g., fiscal moves, central bank decisions).

My goal: cut through the noise so you can allocate capital smarter in uncertain times.

Let’s focus on what matters.