Author

Jonathan Ho

@Jonathho

articles: 12
total claps: 1
top claps: 1
avg read: 5.2 min
active: 2025-05-14 → 2026-06-15

Wiki topics

ECO · Economy · General · 8 MAC · Macroeconomics · 6 CRY · Crypto & Web3 · 6 INV · Investing & Markets · 4 ☁️ · DevOps & Cloud · 2 GRW · Growth & Analytics · 1 LIT · Literature & Writing · 1 ✍️ · Writing & Creative · 1

Top tags

#federal-reserve ·5 #cryptocurrency ·4 #inflation ·3 #depin ·3 #gold ·2 #data-center ·2 #bonds ·1 #tokenization ·1 #bitcoin ·1 #macroeconomics ·1

TCH

JO Jonathan Ho

Hyperscalers May Cede Basic Cloud Business to DePIN

We are all familiar with the famous cloud services provided by the U.S. tech giants. The likes of Amazon (AWS), Google (Google Cloud), and…

Nov 25, 2025 · 5 min read · 1 claps #depin #data-center #tech-giants

Hyperscalers May Cede Basic Cloud Business to DePIN

ECO

JO Jonathan Ho

When the Fed Can’t Save You: Tokenized Treasuries and the Next Yield Shock

The market is no longer pricing a soft landing. After months of stubborn inflation data, the consensus is shifting — rate cuts are off the…

Jun 11, 2026 · 10 min read · 0 claps #inflation #federal-reserve #bonds

When the Fed Can’t Save You: Tokenized Treasuries and the Next Yield Shock

AI ECO SOC

JO Jonathan Ho

The Rise of the Machine Economy: peaq ($PEAQ) in 2026?

We are entering a new industrial era where machines are no longer passive tools but autonomous economic agents. From self-driving vehicles…

Oct 30, 2025 · 9 min read · 0 claps #depin #robotics #cryptocurrency

The Rise of the Machine Economy: peaq ($PEAQ) in 2026?

JO Jonathan Ho

当美联储的选择越来越少：等加息，还是等一场信任危机？

市场正在为加息定价。但真正值得审视的，不是加息本身，而是当市场意识到加息不会来的时候，会发生什么。

Jun 15, 2026 · 7 min read · 0 claps #美联储 #通胀 #美国国债

MDA ECO

JO Jonathan Ho

Gold, the Dollar, and the Oval Office

A quantitative test of whether presidents move gold by pressuring the Fed

May 31, 2026 · 7 min read · 0 claps #gold #federal-reserve #oval-office

ECO

JO Jonathan Ho

When the Fed Holds, and the Market Reprices

The market is increasingly skeptical of a soft landing. After months of stubborn inflation data, the consensus is shifting — rate cuts are…

Jun 13, 2026 · 7 min read · 0 claps #federal-reserve #inflation #treasury-bills

When the Fed Holds, and the Market Reprices

TCH

JO Jonathan Ho

Hyperscalers或将让出基础云业务给 DePIN

我们都对美国科技巨头提供的知名云服务耳熟能详。亚马逊（AWS）、谷歌（Google…

Nov 28, 2025 · 6 min read · 0 claps #depin #data-center #cloud-computing

ECO

JO Jonathan Ho

Market Outlook Under the New US-CN Tariff Deal

TL;DR

May 14, 2025 · 4 min read · 0 claps #treasury-bonds #crypto #tariffs

Market Outlook Under the New US-CN Tariff Deal

ECO

JO Jonathan Ho

Rate Cuts And Their Implication For Crypto Vol.2

The Fed’s New Puzzle: Cutting Rates in an Inflationary World

Apr 28, 2026 · 3 min read · 0 claps #federal-reserve #inflation #cryptocurrency

Rate Cuts And Their Implication For Crypto Vol.2

ECO

JO Jonathan Ho

Duration of This Bubble Burst and Future Outlook

Lately, everyone is very concerned about the crypto market downturn, with many pointing to the potential hawkish rate pause causing…

Nov 18, 2025 · 2 min read · 0 claps #cryptocurrency #bubble

Duration of This Bubble Burst and Future Outlook

ECO MKT HUM MDA

JO Jonathan Ho

Bitcoin’s Role in a Fractured Macro and Its Risks

With the dollar firm and treasury yields rolling down in Sep-Oct, markets are in a classic risk-off posture. Media narratives now package…

Oct 14, 2025 · 2 min read · 0 claps #bitcoin #macroeconomics #gold

Bitcoin’s Role in a Fractured Macro and Its Risks

ECO

JO Jonathan Ho

Rate Cuts and Their Implications for Crypto

While the broader market is cheering an all-but-certain rate cut this week, it’s worth reminding everyone of the risks underneath — and…

Sep 15, 2025 · 1 min read · 0 claps #federal-reserve #cryptocurrency