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Feb 3, 2026
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10 min read
Markets are not panicking. They are sorting stories from structures. Proxies are being tested. Infrastructure is being pulled in-house. Anything financed like a promise is starting to trade like a balance sheet.
Feb 2, 2026
The tape held together, but the market quietly raised the cost of staying wrong.
11 min read
Markets are still invested, but the week begins with a tougher referee. Credibility is tightening, funding is being audited, and leverage is being repriced faster than growth.
Feb 1, 2026
When Proof Replaces Patience
Jan 31, 2026
The Week Belief Started Carrying A Clock
Jan 30, 2026
The market accepted discipline and repriced time, not risk.
