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The Living Ledger

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The Living Ledger

The publication’s searchable memory: every dispatch, its first observation, and how the judgment moved.

Search the writing, follow revisions, or return to an argument as the market changes.

49 recordsNewest firstPage 1 of 5

Recorded judgments

  • Stop Bragging About Volume

    A trillion dollar quarter and a well run dealing desk are two different achievements. Only one of them shows up in a screenshot.

    Open 0 days

    Read dispatch
  • Affiliate Economics

    Valutrades just handed every affiliate manager a live case study

    An FCA broker went from open for trading to force liquidating positions in two weeks. Here's what your program needs to survive that.

    Open 2 days

    Read dispatch
  • Affiliate Economics

    The Fine Isn't the Broker's Problem

    A licensing deadline three weeks out turns every crypto CFD affiliate banner into a liability with your name on it, not legal's.

    Open 4 days

    Read dispatch
  • Fintech & Regulated Markets

    Nigeria just invoiced the grey market

    $2.3 million, a Nigerian director, and a ban on referral incentives. Every other frontier market is reading the same PDF.

    Open 8 days

    Read dispatch
  • AI & Discovery

    Your Best Affiliate Has a Traffic Problem

    AI search is answering the queries your comparison partners rank for. Run this audit before you approve next quarter's affiliate spend.

    Open 16 days

    Read dispatch
  • Affiliate Economics

    Singapore Just Put Affiliates in the Same Sentence as the Platforms

    A new order under the Online Criminal Harms Act names affiliate marketers, influencers, and PR agencies right alongside the platforms. This is the first jurisdiction to close that loophole — it won't be the last.

    Open 23 days

    Read dispatch
  • Fintech & Regulated Markets

    Buy It or Bank It

    One CFD broker grew profit 150% by outspending everyone on marketing. The other handed shareholders more cash than it earned. Both are calling it strategy.

    Open 25 days

    Read dispatch
  • Affiliate Economics

    Nobody's Automating the Fraud Check

    Adjust and AppsFlyer catch the obvious stuff. Cookie stuffing isn't on that list, and regulators just made it your problem.

    Open 28 days

    Read dispatch
  • Fintech & Regulated Markets

    Cyprus Isn't Dying. It's Just Getting Raided.

    CySEC's on-site sweeps, the UK's affiliate ad ban, and a stalled US crypto bill — three signals for where your license actually needs to be this quarter.

    Open 32 days

    Read dispatch
  • Fintech & Regulated Markets

    The ARPU Gap Nobody's Reporting

    G makes 9x what XTB makes per client. NAGA just proved the fix — and CySEC is now auditing why the rest of the industry hasn't.

    Open 35 days

    Read dispatch
  • AI & Discovery

    The Filter

    Why "Claude or GPT experience" just became a hiring requirement — and what it means for anyone still cold calling manually

    Open 39 days

    Read dispatch
  • Fintech & Regulated Markets

    IG Group Just Picked a Fight It's Losing

    $1.3B buys you a distant third place behind Kalshi's 90% and Polymarket's lawsuits — here's why that's the smart bet, not the desperate one.

    Open 42 days

    Read dispatch

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