MACRO + CRYPTO

Introduction: A Planet in Flux The age of transformation isn’t just digital, financial, or geopolitical — it may also be planetary. Beneath the surface of market cycles and political drama lies a slower but far more profound rhythm: the shifting of Earth’s magnetic shield and the rising volatility of

Something has shifted. In every major war cycle of the past century, something big cracked. The 1940s gave us the collapse of European empires. The 1970s shattered Bretton Woods. The early 2000s exposed the fragility of American military dominance. This time, the cracks are everywhere: U.S. fiscal dominance is

I. The Chart That Broke the Silence Something monumental just happened — and almost no one is talking about it. Japan’s 40-year government bond yield (JP40Y) just pierced 3.46%, its highest level in over 30 years. For a nation long known for deflation, negative interest rates, and yield curve

“The next country to announce Bitcoin on its balance sheet won’t be a rebel. It will be a blueprint.” The modern monetary order is fraying. Beneath the polished facades of G7 summits and IMF communiqués, central banks and sovereign wealth funds are quietly recalibrating their long-term reserve strategies. What

TL;DR (Alpha in 60 Seconds) * A low-intensity India-Pakistan conflict may be serving a de facto purpose for the West: watching how Chinese military systems perform in real-world battle. * Much like Ukraine exposed Russian military vulnerabilities, Pakistan—equipped with Chinese drones, jets, and air defenses—is a live field experiment.

Introduction There’s a strange internet meme that went viral in late 2024 (although one can trace its roots to 2020), one of those absurd, chaotic thought experiments that somehow says more about society than any whitepaper or economics lecture: 100 men versus a gorilla. The scenario? One hundred ordinary,