How Prediction Markets Could Become the Bloomberg Terminal of the Future
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CryptoSAZZ Macro Update Iran Is Playing 3D Chess: The Hidden Financial Risk Behind Hormuz
September 6, 2026
Executive Summary
The market continues to view the Strait of Hormuz primarily through the lens of oil prices, inflation and gasoline. We believe that framework may underestimate the more consequential second-order risk.
The United States is far less directly dependent on Persian Gulf oil than it
The Yen, Gold and the Coming Yield Shock
The AI Capital Supercycle: Why Artificial Intelligence Is Becoming the New Architecture of Global Markets
Artificial intelligence is usually discussed as a technology story. Markets are treating it as a technology trade. Both frameworks are becoming inadequate. AI is evolving into something much larger: a new architecture for capital formation, industrial capacity, geopolitical power, productivity, and ultimately financial markets themselves. The most important question for