Why Bitcoin is my Largest Position
More Kuaishou, Less TikTok
Big Tech & Central Planning
Shariah Fintech
Peak Reflexivity
Precision Monetary Policy
ECommerce in LegoLand
The Demographic Liability
Chasing Ant
SPACs as Labor Unions
Technology-Governance Fit
Blitzscaling Credit
Beyond Debt & Equity (Part 2)
Beyond Debt & Equity (Part 1)
Techno-Nationalism Rising
iFlix's Original Sin
Monopoly Money
