Deconstructed
We break down complex news releases, white papers, blogs and commentary into meaningful, visually appealing slideshows.
A Carry-On and a Laptop
Wealth Creation vs. Wealth Accumulation
A framework for understanding the crucial difference between preserving value and generating new value, using inflation as a key variable.
Offensive Macro-Realism: The Bessent Doctrine
A synthesis of Mearsheimer's power politics and Soros's macro tactics, outlining a U.S. strategy for global attrition and technological dominance.
Offensive Macro-Realism: The Argentina Gambit
Part 2 of the Offensive Macro-Realism series, analyzing a U.S. financial power play in Argentina, the unexpected countermove, and the escalating war of attrition.
Offensive Macro-Realism: The Positional Squeeze
Part 3 of the series, deconstructing the technical and strategic power of a U.S. swap line as a tool of geopolitical control in the Argentina situation.
The New Paradigm President: Why Trump Signals a Century Shift
A breakdown of the political, technological, and societal shifts defining the 21st century.
The Bessent Doctrine: A Main Street Revival
An analysis of Treasury Secretary Scott Bessent's strategy to dismantle post-crisis regulations and empower community banks as the engine for American economic renewal.
Vitalik Buterin
Pragmatist's Dilemma v1
Introduction and context of the dilemma.
"I support it only if it's open source"
Why open source should be a more common viewpoint.
AI 2027: The Capability Gap Fallacy
A response to AI 2027 scenario predictions and the differential capability assumption.
The Two Faces of DeFi
Exploring the spectrum from high-risk speculation to low-risk, utility-driven financial primitives.
Openness vs. Verifiability
Why the ability to check results is often more important than the ability for anyone to participate.