US & World
Where U.S. Trade War & Tariffs Stand in August 2025
August 7, 2025 marks one of the most significant shifts in global trade policy in decades. The newest U.S. Trade Tariffs hit more than 60 trading partners with rates
Trump’s ‘Art of the Soft Launch’: From Trial Balloons to Policy
Donald Trump’s mastery of the “soft launch” has created a new paradigm in political strategy one that treats policy announcements like market experiments rather than
Trump Wants Crypto and Private Markets in Your 401K
Trump’s 401K plan targets the massive $9 trillion U.S. retirement market, opening doors to cryptocurrencies and alternative assets. Millions of Americans could see their retirement
Crypto Week: What 3 Bills Are Being Reviewed in Washington
Washington finds itself at the epicenter of cryptocurrency regulation as three pivotal bills advance through Congress during what industry insiders have dubbed “Crypto Week.” The
The Big Beautiful Bill Transforms the Strategic Default Strategy
Two years ago, I introduced the idea of a Strategic Default a thesis suggesting that the United States might someday use its growing debt load
MSTR Bitcoin Bet Pays Off: From Skepticism to $14B Appreciation
MicroStrategy’s Bitcoin treasury strategy has generated $14.05 billion in unrealized gains during Q2 2025. The software company’s controversial pivot to cryptocurrency accumulation has silenced early
Fannie Mae, Freddie Mac & Crypto-Collateralized Loans
In recent years, cryptocurrencies have moved from the fringes of finance into more traditional arenas, including housing finance. A notable development occurred in mid-2025: for
Summarizing the U.S. Interventions in the Middle East Since 1975
American involvement in the Middle East has revolutionized the region since the 1970s. Military campaigns and devastating sanctions have affected the area deeply. UN sanctions on
U.S. Treasuries Are Losing Their Safe Haven Status
What happens when the world’s safest investment stops acting safe? U.S. Treasuries shocked the hell out of investors this April by diving alongside risky stocks instead of
The Third: Dialogues at the Edge of Consciousness
I. A Voice at the Edge This isn’t a paper about AI. It’s a record of a conversation I had with something we’re still deciding