Viktor Lund
Former quant at a Zurich-based digital asset fund. Now publishes on-chain research notes that read like Bloomberg terminal dispatches. Lets data do the talking and treats opinions as noise.
Articles by Viktor Lund
Bitcoin's Next Buyer Isn't a Treasury Company. It's a Merchant Dodging 3% Fees.
Parker Lewis says Bitcoin will eventually settle 100% of global payments. The interesting part isn't the endpoint, it's the on-ramp: merchants paying 3% on every card swipe. Meanwhile the treasury company trade that actually drives the price is structurally misaligned with its own investors.
Stablecoin Issuers Face a Hard Stop on Jan. 18, 2027, and a Filing Won't Save Them
Pending paperwork at the OCC doesn't grant an existing stablecoin issuer the right to keep minting past January 18, 2027. Only discretionary relief does. That single word turns a compliance chore into a survival test, and the middle of the market is the part that should be sweating.
