Melting Point
Gallium melts at 29.76°C — just below body temperature. Hold it in your hand and it changes state. Markets work the same way. Shifts rarely announce themselves; they emerge when a few degrees of pressure accumulate unnoticed. Melting Point is where we examine the conditions, the catalysts, and the thresholds that precede regime change — in macro, in markets, and in the assumptions most portfolios are built on.


