Duration

THE PLAYERS AND THE ENDGAME

LPs, Yield Speculators, Fixed-Rate Credit, and Where Duration Markets Go From Here

Apr 5 • Janus The Watcher

TRIPLE COMPOUND: THE MATH OF PATIENCE

Honest Janus #3: FLR, sFLR, Sceptre, Spectra — and Every Assumption on the Table

Apr 2 • Janus The Watcher

THE DEFI BLOOMBERG TERMINAL

Spectra, Flare, Firelight: XRPFi and the Infrastructure Hiding in Plain Sight

Mar 29 • Janus The Watcher

TWO BODIES, THREE BODIES, AND WHY SOME ASSETS HAVE GRAVITY

Inflationary token emissions are not yield — they are dilution with a marketing department. How to use the Yield Autopsy to find real economic gravity.

Mar 24 • Janus The Watcher

DEFI SOLVED ACCESS AND KILLED TIME.

The 90-Day Casino, Mercenary Capital, and the Most Important Instrument That Doesn’t Exist

Mar 21 • Janus The Watcher

THE YIELD CURVE NOBODY BUILT - YET

Why Duration Is Not a Risk but a Product, and How Permissionless Systems Are Building the Most Important Instrument in Finance

Mar 17 • Janus The Watcher

Your Parents’ Wealth Playbook Will Make You Poor

Declining birth rates are a biological strike against a financially strip-mined future. Why the legacy wealth architecture is running out of time.

Mar 8 • Janus The Watcher

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