Case studies
The AI Boom on Borrowed Money: The October (month 10) 2026 CoreWeave-Oracle Credit Selloff
Using filings and same-day coverage as the record, this case reconstructs October (month 10) 14, 2026, when CoreWeave bond yields neared 15%, its shares plunged about 16%, and Oracle and other AI infrastructure stocks fell with it.
Markets · 2026.10.12 — 2026.10.15Different routes into the KOSPI selloff: CXMT competition, CoreWeave credit and US inflation
Compare the KOSPI selloffs on 2026-10-13 and 2026-10-15 without reducing them to a single negative headline. Separate how memory supply competition, AI infrastructure financing, and repricing of inflation and interest rates reach business earnings and investment execution.
Markets · 2026.10.12Seized but not yet returned: the fight over Britain's 61,000 BTC
The British High Court's decision of October (month 10) day 12 of 2026 applying Chinese law to 61,000 seized BTC, alongside the United States court order returning coins to Bitfinex in kind, frames the legal conditions for returning seized crypto to victims.
Markets · 2026.05.18From Oral Promises to Written Records: Farmland Lease Regularization
This case examines inspection responses through the actual use relationship rather than avoidance of written contracts.
Markets · 2025.04.07Black Monday 2025-04-07: a sell sidecar triggered by foreign futures selling
A record of 2025-04-07, when tariff fears sank the KOSPI 5.57% and triggered the first sell sidecar since 2024-08. It lays out a flow picture in which foreign futures selling pulled the trigger while individuals and institutions absorbed the supply.
Markets · 2024.08After a sell-off, is the rebound about selling pressure or better earnings?
The 2024 yen carry unwind helps separate the causes of a sell-off from the evidence needed to assess a rebound. A recovering price does not necessarily mean a better earnings outlook.
Markets · 2024.03.20BlackRock BUIDL: who did the tokenized fund's revenue go to?
BUIDL, BlackRock's first tokenized fund launched on Ethereum on March 20, 2024 (month 3), pays dollar yields to qualified investors while management, custody, and tokenization fees flow to each service provider. It passed 10 hundred-million dollars in assets under management in March 2025 (month 3), about 1 year after launch, becoming a flagship tokenization adoption case, yet returns are accessible only through fund shares, not held crypto tokens.
Markets · 2023.03.10Interest-Bearing Assets Can Still Lose Value When Sold Urgently: SVB’s Rate and Liquidity Risks
SVB illustrates why promised interest, market prices and the timing of cash needs are different questions.
Markets · 2022.11.08Did stocks rise once the midterms ended: the records of 2018 and 2022
This case arranges the actual records of the December (month 12) plunge after the 2018 midterms and the rebound on an inflation print after the post-election dip in 2022. In both markets, where the lifting of election uncertainty did not guarantee gains, larger forces — rates and inflation — set the direction.