Jeff Park

Jeff Park

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CIO ProCap; macro/crypto markets, policy linkages

0DTE Options, Not Perps, Best Adjacent to Prediction Markets
SocialApr 21, 2026

0DTE Options, Not Perps, Best Adjacent to Prediction Markets

the new product category that is most naturally adjacent to events-based contracts for prediction markets to go after is actually not perps it's 0DTE options few

By Jeff Park
Crypto's Real Scarcity: Disciplined Teams, Not Shiny Narratives
SocialApr 21, 2026

Crypto's Real Scarcity: Disciplined Teams, Not Shiny Narratives

There is no shortage of the next shiny new thing in crypto- new narratives, new promises, new inevitabilities But there is a shortage of disciplined, obsessive teams building something together for a long time that is strong enough to survive belief...

By Jeff Park
MicroStrategy Now Out‑holds Bitcoin ETF IBIT
SocialApr 20, 2026

MicroStrategy Now Out‑holds Bitcoin ETF IBIT

$MSTR now holds more Bitcoin than $IBIT, the most successful ETF in history. Let that sink in. https://t.co/b5Q8vQTqqY

By Jeff Park
Choose the Right Bitcoin ETF Amid Emerging Technical Complexities
SocialApr 16, 2026

Choose the Right Bitcoin ETF Amid Emerging Technical Complexities

Back when Bitcoin ETFs launched in 2024, I shared there will come a day when the technical wonders and landmines of Bitcoin is going to end up creating some corner cases for product differentiation by issuers. That day feels nearer. Make...

By Jeff Park
Bitcoin’s Legitimacy Rests on Community, Not Regulators
SocialApr 16, 2026

Bitcoin’s Legitimacy Rests on Community, Not Regulators

There’s always a million reasons to put off Bitcoin Yesterday it was the SEC. Today it’s quantum. But neither the fundamental nor technical legitimacy of Bitcoin is ever determined by science It’s determined by the will of the community and self-preservation is...

By Jeff Park
WLFI's Blacklist Sparks Crypto‑War Tensions, Court Resolution Expected
SocialApr 12, 2026

WLFI's Blacklist Sparks Crypto‑War Tensions, Court Resolution Expected

so basically WLFI is the first american "Network State" and they blacklisted a chinese Network State and everyone is freaking out because this is basically the Archduke Ferdinand moment for WWIII being waged on crypto rails but thankfully this will...

By Jeff Park
Radical Portfolio Theory Needed as 60/40 Fails
SocialApr 10, 2026

Radical Portfolio Theory Needed as 60/40 Fails

There has never been a more important time for the "Radical Portfolio Theory" than now. 60/40 is completely broken. https://t.co/iIo9oxu8YX

By Jeff Park
The Maniac Blurs Fact and Fiction Seamlessly
SocialApr 10, 2026

The Maniac Blurs Fact and Fiction Seamlessly

Favorite fiction I read in 1Q 2026 was Benjamin Labutat's "The Maniac" Labutat writes what can best be described as "nonfiction novel" which has the uncanny effect of feeling like one is reading nonfiction, but with the creative drama of storytelling...

By Jeff Park
CFTC Reaffirms Decades-Long Fight Against State Prediction Market Bans
SocialApr 7, 2026

CFTC Reaffirms Decades-Long Fight Against State Prediction Market Bans

As CFTC Chair @MichaelSelig reaffirms the agency’s decision to challenge state-level bans on prediction markets (coming on the heels of a federal appeals court ruling against NJ today), it’s worth revisiting the broader context: this fight has been decades in...

By Jeff Park
Optimism Fuels Achievement; Hope and Confidence Are Essential
SocialMar 30, 2026

Optimism Fuels Achievement; Hope and Confidence Are Essential

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” - Helen Keller

By Jeff Park
Stop Debating Virtue; Just Become a Good Man
SocialMar 29, 2026

Stop Debating Virtue; Just Become a Good Man

“Waste no more time arguing what a good man should be. Be one.” - Marcus Aurelius

By Jeff Park
Iran Offers Japanese Ships Access Through Hormuz Strait
SocialMar 21, 2026

Iran Offers Japanese Ships Access Through Hormuz Strait

IRAN SAYS READY TO LET JAPAN VESSELS USE HORMUZ — KYODO REPORTS Who knows better about surprises than Japan? https://t.co/yR2ThmWwvU

By Jeff Park
Even ‘Safe’ Assets Now Carry Beta
SocialMar 20, 2026

Even ‘Safe’ Assets Now Carry Beta

In this regime, even “safe” carries beta: welcome to the era of the risk-full rate https://t.co/8SEao6GWwp

By Jeff Park
Bitcoin Holds Tightest Spring, Poised for Surge
SocialMar 19, 2026

Bitcoin Holds Tightest Spring, Poised for Surge

Hard to know what comes next but if things start to normalize, it looks like Bitcoin has the most tightly coiled spring on the board

By Jeff Park