Blog
Essays and analysis published on Substack. Click any post to read the full piece.
Feudal Arbitrage
Physical Reality is Foreclosing on Financial Promises
AI Needs Energy. Energy Needs Infrastructure. Infrastructure Needs Materials. Materials Need Energy.
All Roads Lead to Gold & Bitcoin
How Bitcoin became America's fiscal weapon
Hard Assets for a Soft Grid
Sound Money Math
When Abundance Meets Scarcity
& Skin in the Game
How Bitcoin Future-Proofs Corporate Treasuries
Bitcoin's Bias Barrier
The Coming Financial Revolution
Escaping the Hidden Tax
Bitcoin's Volatility is an Invitation
When someone asks, “What backs Bitcoin?” they’re really asking: what gives it value?
The Inflation Engine
The New Bedrock of Financial Innovation
Sound Money is Scarce Money
Countdown to Crisis
How Bitcoin Could Absorb Real Estate’s Monetary Premium and Fix Housing Affordability
