title: 'Glasswing & Daybreak: You Are (Not) Secure'
type: newsletter
date: 2026-05-12
-modified: 2026-05-13
+modified: 2026-05-21
description: What if frontier labs can turn constrained compute into market leverage?
publication:
name: Inference Draft
issue: 2026
- volume: 19
+ volume: 20
tags:
- ai
posse:
title: 'TPUs Advance on Nvidia'
type: newsletter
date: 2026-05-05
-modified: 2026-05-07
+modified: 2026-05-21
description: What happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"?
publication:
name: Inference Draft
issue: 2026
- volume: 18
+ volume: 19
tags:
- ai
posse:
+++ /dev/null
----
-type: video
-title: Venezuela, Dow Theory, and Western Hemisphere Integration
-date: 2026-01-08
-modified: 2026-01-16
-publication:
- name: Mine Print Hash
- issue: 2026
- volume: 2
-tags:
- - bitcoin
- - macro
-posse:
- 𝕏: https://x.com/MinePrintHash/status/2009413949138362728
- YouTube: https://www.youtube.com/watch?v=G9zp0p8KMoU
- Spotify: https://open.spotify.com/episode/1lhaeKgqUqLmavOlb5myxx
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7417285690952175616/
----
-
-import YouTube from '@components/youtube.astro';
-
-Venezuela just got absorbed into the Western Hemisphere dollar orbit. And Dow Theory is flashing a signal we haven't seen in years. Matt Dines and Cameron Otsuka are back in the rebranded podcast!
-
-<YouTube
- title="Venezuela, Dow Theory, and Western Hemisphere Integration"
- videoURL="https://www.youtube.com/watch?v=G9zp0p8KMoU"
-/>
---
type: video
-title: 'Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates'
-date: 2026-01-16
-modified: 2026-01-16
+title: Venezuela, Dow Theory, and Western Hemisphere Integration
+date: 2026-01-08
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- bitcoin
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2012303253493477552
- YouTube: https://www.youtube.com/watch?v=C4qcTyurm0E
- Spotify: https://open.spotify.com/episode/5QVWI07s3z6IZFJ2RAbpa5
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7418068969921699840/
+ 𝕏: https://x.com/MinePrintHash/status/2009413949138362728
+ YouTube: https://www.youtube.com/watch?v=G9zp0p8KMoU
+ Spotify: https://open.spotify.com/episode/1lhaeKgqUqLmavOlb5myxx
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7417285690952175616/
---
import YouTube from '@components/youtube.astro';
-Iran's Weimar moment and the less talked about crypto connection, the Fed gets pulled onto the game board, and why everyone wants Greenland. Matt Dines connects the dots between economic warfare, the Arctic, and the changing monetary system with me.
+Venezuela just got absorbed into the Western Hemisphere dollar orbit. And Dow Theory is flashing a signal we haven't seen in years. Matt Dines and Cameron Otsuka are back in the rebranded podcast!
<YouTube
- title="Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates"
- videoURL="https://www.youtube.com/watch?v=C4qcTyurm0E"
+ title="Venezuela, Dow Theory, and Western Hemisphere Integration"
+ videoURL="https://www.youtube.com/watch?v=G9zp0p8KMoU"
/>
---
type: video
-title: 'Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts'
-date: 2026-01-22
-modified: 2026-01-30
+title: 'Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates'
+date: 2026-01-16
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- bitcoin
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2014538541553054011
- YouTube: https://www.youtube.com/watch?v=D987Dhagf8o
- Spotify: https://open.spotify.com/episode/5SnKBR9duiW8QpQorV0ecT
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7420304238943301632/
+ 𝕏: https://x.com/MinePrintHash/status/2012303253493477552
+ YouTube: https://www.youtube.com/watch?v=C4qcTyurm0E
+ Spotify: https://open.spotify.com/episode/5QVWI07s3z6IZFJ2RAbpa5
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7418068969921699840/
---
import YouTube from '@components/youtube.astro';
-Davos 2026 has marked a decisive geopolitical shift as Matt Dines describes the "routing" of Western legacy institutions highlighted by a schism between Western leaders and their stance on China, realignment amongst Pacific Asian countries, and the Greenland framework.
+Iran's Weimar moment and the less talked about crypto connection, the Fed gets pulled onto the game board, and why everyone wants Greenland. Matt Dines connects the dots between economic warfare, the Arctic, and the changing monetary system with me.
<YouTube
- title="Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts"
- videoURL="https://www.youtube.com/watch?v=D987Dhagf8o"
+ title="Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates"
+ videoURL="https://www.youtube.com/watch?v=C4qcTyurm0E"
/>
---
type: video
-title: "The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center"
-date: 2026-01-30
-modified: 2026-01-30
+title: 'Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts'
+date: 2026-01-22
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 5
tags:
+ - bitcoin
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2017381108539920752
- YouTube: https://www.youtube.com/watch?v=VCeop3988F8
- Spotify: https://open.spotify.com/episode/4rjz206wjo7kM76twBKvlm
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7423146779250049025/
+ 𝕏: https://x.com/MinePrintHash/status/2014538541553054011
+ YouTube: https://www.youtube.com/watch?v=D987Dhagf8o
+ Spotify: https://open.spotify.com/episode/5SnKBR9duiW8QpQorV0ecT
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7420304238943301632/
---
import YouTube from '@components/youtube.astro';
-Kevin Warsh is the Fed Chair nominee. Matt Dines breaks down why he was likely the real pick this whole time.
-
-Plus: the "Bermuda Triangle" forming between Japan's life insurers, US private credit, and offshore reinsurance that is beginning to strain linkages.
+Davos 2026 has marked a decisive geopolitical shift as Matt Dines describes the "routing" of Western legacy institutions highlighted by a schism between Western leaders and their stance on China, realignment amongst Pacific Asian countries, and the Greenland framework.
<YouTube
- title="The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center"
- videoURL="https://www.youtube.com/watch?v=VCeop3988F8"
+ title="Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts"
+ videoURL="https://www.youtube.com/watch?v=D987Dhagf8o"
/>
---
type: video
-title: 'Liquidity Setup Week: Global Liquidity Unwinds As the Reindustrialization Trade Booms'
-date: 2026-02-05
-modified: 2026-02-05
+title: "The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center"
+date: 2026-01-30
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 6
tags:
- macro
- - bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2019528504099106936
- YouTube: https://www.youtube.com/watch?v=MoyCBZRMjYg
- Substack: https://mineprinthash.substack.com/p/liquidity-setup-week
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7425294209152319488/
+ 𝕏: https://x.com/MinePrintHash/status/2017381108539920752
+ YouTube: https://www.youtube.com/watch?v=VCeop3988F8
+ Spotify: https://open.spotify.com/episode/4rjz206wjo7kM76twBKvlm
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7423146779250049025/
---
import YouTube from '@components/youtube.astro';
-The global liquidity setup. Matt Dines breaks down the booming re-industrialization trade, why Japan's upcoming snap election is a critical point for the Yen carry trade, and where global liquidity is actually going as software stocks and Bitcoin draw down.
+Kevin Warsh is the Fed Chair nominee. Matt Dines breaks down why he was likely the real pick this whole time.
+
+Plus: the "Bermuda Triangle" forming between Japan's life insurers, US private credit, and offshore reinsurance that is beginning to strain linkages.
<YouTube
- title="Liquidity Setup Week: Global Liquidity Unwinds As the Reindustrialization Trade Booms"
- videoURL="https://www.youtube.com/watch?v=MoyCBZRMjYg"
+ title="The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center"
+ videoURL="https://www.youtube.com/watch?v=VCeop3988F8"
/>
---
type: video
-title: "Bretton Woods: China Edition - China's Reserve Currency Play, H.R. 3390, and the AI Deflationary Wave Explained"
-date: 2026-02-12
-modified: 2026-02-12
+title: 'Liquidity Setup Week: Global Liquidity Unwinds As the Reindustrialization Trade Booms'
+date: 2026-02-05
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- macro
- bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2022090471586340981
- YouTube: https://www.youtube.com/watch?v=ZOlYIBjfoeo
- Substack: https://mineprinthash.substack.com/p/bretton-woods-china-edition
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7427856277747265538/
+ 𝕏: https://x.com/MinePrintHash/status/2019528504099106936
+ YouTube: https://www.youtube.com/watch?v=MoyCBZRMjYg
+ Substack: https://mineprinthash.substack.com/p/liquidity-setup-week
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7425294209152319488/
---
import YouTube from '@components/youtube.astro';
-China bids for reserve currency status, Russia flirts with both sides, the Fed gets told to modernize, CME announces a tokenized cash coin with Google, and AI flips from euphoria to panic.
-
-A lot happened that nobody covered, but Matt Dines walks through the monetary transition in progress.
+The global liquidity setup. Matt Dines breaks down the booming re-industrialization trade, why Japan's upcoming snap election is a critical point for the Yen carry trade, and where global liquidity is actually going as software stocks and Bitcoin draw down.
<YouTube
- title="Bretton Woods: China Edition - China's Reserve Currency Play, H.R. 3390, and the AI Deflationary Wave Explained"
- videoURL="https://www.youtube.com/watch?v=ZOlYIBjfoeo"
+ title="Liquidity Setup Week: Global Liquidity Unwinds As the Reindustrialization Trade Booms"
+ videoURL="https://www.youtube.com/watch?v=MoyCBZRMjYg"
/>
--- /dev/null
+---
+type: video
+title: "Bretton Woods: China Edition - China's Reserve Currency Play, H.R. 3390, and the AI Deflationary Wave Explained"
+date: 2026-02-12
+modified: 2026-05-21
+publication:
+ name: Mine Print Hash
+ issue: 2026
+ volume: 8
+tags:
+ - macro
+ - bitcoin
+posse:
+ 𝕏: https://x.com/MinePrintHash/status/2022090471586340981
+ YouTube: https://www.youtube.com/watch?v=ZOlYIBjfoeo
+ Substack: https://mineprinthash.substack.com/p/bretton-woods-china-edition
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7427856277747265538/
+---
+
+import YouTube from '@components/youtube.astro';
+
+China bids for reserve currency status, Russia flirts with both sides, the Fed gets told to modernize, CME announces a tokenized cash coin with Google, and AI flips from euphoria to panic.
+
+A lot happened that nobody covered, but Matt Dines walks through the monetary transition in progress.
+
+<YouTube
+ title="Bretton Woods: China Edition - China's Reserve Currency Play, H.R. 3390, and the AI Deflationary Wave Explained"
+ videoURL="https://www.youtube.com/watch?v=ZOlYIBjfoeo"
+/>
+++ /dev/null
----
-type: video
-title: 'Will a New Iran Deal be the Key Domino That Reshapes the Global Economic Order?'
-date: 2026-02-26
-modified: 2026-02-26
-publication:
- name: Mine Print Hash
- issue: 2026
- volume: 9
-tags:
- - macro
-posse:
- 𝕏: https://x.com/MinePrintHash/status/2027201970059264158
- YouTube: https://www.youtube.com/watch?v=InJyFOH3aUY
- Substack: https://mineprinthash.substack.com/p/will-a-new-iran-deal-be-the-key-domino
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7432967553532014592/
----
-
-import YouTube from '@components/youtube.astro';
-
-The map of global trade is being redrawn in real time and the balance of power in trade is moving from latitudinal flows toward longitudinal corridors.
-
-Matt Dines lays out a framework that connects the dots between Trump's actions in Iran, Venezuela, and the Arctic.
-
-<YouTube
- title="Will a New Iran Deal be the Key Domino That Reshapes the Global Economic Order?"
- videoURL="https://www.youtube.com/watch?v=InJyFOH3aUY"
-/>
---
type: video
-title: 'Final Nail in the Coffin for 20th Century Global Trade?'
-date: 2026-03-05
-modified: 2026-03-05
+title: 'Will a New Iran Deal be the Key Domino That Reshapes the Global Economic Order?'
+date: 2026-02-26
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 10
tags:
- macro
- - bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2029715365367001434
- YouTube: https://www.youtube.com/watch?v=Gm76dELyjik
- Substack: https://mineprinthash.substack.com/p/final-nail-in-the-coffin-for-20th
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7435481216063188992/
+ 𝕏: https://x.com/MinePrintHash/status/2027201970059264158
+ YouTube: https://www.youtube.com/watch?v=InJyFOH3aUY
+ Substack: https://mineprinthash.substack.com/p/will-a-new-iran-deal-be-the-key-domino
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7432967553532014592/
---
import YouTube from '@components/youtube.astro';
-Is this the final nail in the coffin for the 20th-century global trade model?
+The map of global trade is being redrawn in real time and the balance of power in trade is moving from latitudinal flows toward longitudinal corridors.
-Matt Dines ties the narrative threads together from broken trade plumbing in Iran, Treasury's credit creation shift, to onboarding digital assets into the dollar monetary framework.
+Matt Dines lays out a framework that connects the dots between Trump's actions in Iran, Venezuela, and the Arctic.
<YouTube
- title="Final Nail in the Coffin for 20th Century Global Trade?"
- videoURL="https://www.youtube.com/watch?v=Gm76dELyjik"
+ title="Will a New Iran Deal be the Key Domino That Reshapes the Global Economic Order?"
+ videoURL="https://www.youtube.com/watch?v=InJyFOH3aUY"
/>
---
type: video
-title: 'Consumption Market Reset: The Fight for Trade Flows, Resource Supply Chains, and Dollar Dominance'
-date: 2026-03-12
-modified: 2026-03-12
+title: 'Final Nail in the Coffin for 20th Century Global Trade?'
+date: 2026-03-05
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- macro
- bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2032271849816547436
- YouTube: https://www.youtube.com/watch?v=78f8f11PH14
- Substack: https://mineprinthash.substack.com/p/consumption-market-reset
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7438037573706350592/
+ 𝕏: https://x.com/MinePrintHash/status/2029715365367001434
+ YouTube: https://www.youtube.com/watch?v=Gm76dELyjik
+ Substack: https://mineprinthash.substack.com/p/final-nail-in-the-coffin-for-20th
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7435481216063188992/
---
import YouTube from '@components/youtube.astro';
-We are in the midst of a consumption market realignment.
+Is this the final nail in the coffin for the 20th-century global trade model?
-Matt Dines explains today's tensions as the symptom of a deeper competition: controlling trade flows, markets, and the money.
+Matt Dines ties the narrative threads together from broken trade plumbing in Iran, Treasury's credit creation shift, to onboarding digital assets into the dollar monetary framework.
<YouTube
- title="Consumption Market Reset: The Fight for Trade Flows, Resource Supply Chains, and Dollar Dominance"
- videoURL="https://www.youtube.com/watch?v=78f8f11PH14"
+ title="Final Nail in the Coffin for 20th Century Global Trade?"
+ videoURL="https://www.youtube.com/watch?v=Gm76dELyjik"
/>
---
type: video
-title: 'Money Madness: The Central Bank Competition Heats Up'
-date: 2026-03-19
-modified: 2026-03-19
+title: 'Consumption Market Reset: The Fight for Trade Flows, Resource Supply Chains, and Dollar Dominance'
+date: 2026-03-12
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- macro
- bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2034747960152793605
- YouTube: https://www.youtube.com/watch?v=xzq43IF3EPM
- Substack: https://mineprinthash.substack.com/p/money-madness-the-central-bank-competition
- LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7440513690707222528/
+ 𝕏: https://x.com/MinePrintHash/status/2032271849816547436
+ YouTube: https://www.youtube.com/watch?v=78f8f11PH14
+ Substack: https://mineprinthash.substack.com/p/consumption-market-reset
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7438037573706350592/
---
import YouTube from '@components/youtube.astro';
-March is Money Madness.
+We are in the midst of a consumption market realignment.
-The US and UK diverge on digital asset policy, as part of the broader competition at play: control over the monetary rails. It's all about monetary power, capital flows, and diverging views on central bank independence.
+Matt Dines explains today's tensions as the symptom of a deeper competition: controlling trade flows, markets, and the money.
<YouTube
- title="Money Madness: The Central Bank Competition Heats Up"
- videoURL="https://www.youtube.com/watch?v=xzq43IF3EPM"
+ title="Consumption Market Reset: The Fight for Trade Flows, Resource Supply Chains, and Dollar Dominance"
+ videoURL="https://www.youtube.com/watch?v=78f8f11PH14"
/>
---
type: video
-title: "Iran Hyperinflation Signals the Next Step: Who Owns Iran's Oil, Infrastructure, and Financial Future"
-date: 2026-03-26
-modified: 2026-03-26
+title: 'Money Madness: The Central Bank Competition Heats Up'
+date: 2026-03-19
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
- macro
- bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2037276831397929441
- YouTube: https://www.youtube.com/watch?v=h3vm56_DRJU
- Substack: https://open.substack.com/pub/mineprinthash/p/iran-hyperinflation-signals-the-next
- LinkedIn: https://www.linkedin.com/posts/cotsuka_iran-hyperinflation-signals-the-next-step-activity-7443042646669025281-t73v
+ 𝕏: https://x.com/MinePrintHash/status/2034747960152793605
+ YouTube: https://www.youtube.com/watch?v=xzq43IF3EPM
+ Substack: https://mineprinthash.substack.com/p/money-madness-the-central-bank-competition
+ LinkedIn: https://www.linkedin.com/feed/update/urn:li:share:7440513690707222528/
---
import YouTube from '@components/youtube.astro';
-The Iran conflict is a fight over who controls Iran's state, economy, and strategic geography.
+March is Money Madness.
-Matt Dines highlights the IRGC's hybrid role as a paramilitary and economic empire, with hyperinflation acting as the clearest sign that the system is breaking.
+The US and UK diverge on digital asset policy, as part of the broader competition at play: control over the monetary rails. It's all about monetary power, capital flows, and diverging views on central bank independence.
<YouTube
- title="Iran Hyperinflation Signals the Next Step: Who Owns Iran's Oil, Infrastructure, and Financial Future"
- videoURL="https://www.youtube.com/watch?v=h3vm56_DRJU"
+ title="Money Madness: The Central Bank Competition Heats Up"
+ videoURL="https://www.youtube.com/watch?v=xzq43IF3EPM"
/>
---
type: video
-title: 'The Return of Productive American Growth: Artemis, Oil Flippening, and Credit Expansion'
-date: 2026-04-02
-modified: 2026-04-02
+title: "Iran Hyperinflation Signals the Next Step: Who Owns Iran's Oil, Infrastructure, and Financial Future"
+date: 2026-03-26
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 14
tags:
- macro
+ - bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2039818937878315350
- YouTube: https://www.youtube.com/watch?v=ZOhMeufDCbY
- Substack: https://www.mineprinthash.com/p/the-return-of-productive-american
- LinkedIn: https://www.linkedin.com/posts/cotsuka_the-return-of-productive-american-growth-activity-7445584459313197056-vGlk
+ 𝕏: https://x.com/MinePrintHash/status/2037276831397929441
+ YouTube: https://www.youtube.com/watch?v=h3vm56_DRJU
+ Substack: https://open.substack.com/pub/mineprinthash/p/iran-hyperinflation-signals-the-next
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_iran-hyperinflation-signals-the-next-step-activity-7443042646669025281-t73v
---
import YouTube from '@components/youtube.astro';
-What does an oil market signal say about American growth?
+The Iran conflict is a fight over who controls Iran's state, economy, and strategic geography.
-The Brent/WTI "flippening," the Artemis II launch, and leveraged loan plumbing all point to the same story: a messy but accelerating shift of capital flowing toward productive, American-led growth.
+Matt Dines highlights the IRGC's hybrid role as a paramilitary and economic empire, with hyperinflation acting as the clearest sign that the system is breaking.
<YouTube
- title="The Return of Productive American Growth: Artemis, Oil Flippening, and Credit Expansion"
- videoURL="https://www.youtube.com/watch?v=ZOhMeufDCbY"
+ title="Iran Hyperinflation Signals the Next Step: Who Owns Iran's Oil, Infrastructure, and Financial Future"
+ videoURL="https://www.youtube.com/watch?v=h3vm56_DRJU"
/>
---
type: video
-title: 'Ceasefire and Contagion: Factions Against Iran Peace & FX, Sovereign Debt, and Commodity Spillovers'
-date: 2026-04-09
-modified: 2026-04-09
+title: 'The Return of Productive American Growth: Artemis, Oil Flippening, and Credit Expansion'
+date: 2026-04-02
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
tags:
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2042359391555551543
- YouTube: https://www.youtube.com/watch?v=1gKRGCYbGWY
- Substack: https://www.mineprinthash.com/p/ceasefire-and-contagion
- LinkedIn: https://www.linkedin.com/posts/cotsuka_ceasefire-and-contagion-factions-against-activity-7448125022952480768-rxDW
+ 𝕏: https://x.com/MinePrintHash/status/2039818937878315350
+ YouTube: https://www.youtube.com/watch?v=ZOhMeufDCbY
+ Substack: https://www.mineprinthash.com/p/the-return-of-productive-american
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_the-return-of-productive-american-growth-activity-7445584459313197056-vGlk
---
import YouTube from '@components/youtube.astro';
-The Iran ceasefire is a narrow opening within a much larger reorganization of the Middle East.
+What does an oil market signal say about American growth?
-Matt Dines examines how the contagion is spreading through FX, sovereign debt, and commodities markets. While the short two-week window is an opportunity for the US and Iran to negotiate a peaceful exit, factions that prefer a return to the status quo or an alternative result are working behind the scenes to ensure these talks turn sour.
+The Brent/WTI "flippening," the Artemis II launch, and leveraged loan plumbing all point to the same story: a messy but accelerating shift of capital flowing toward productive, American-led growth.
<YouTube
- title="Ceasefire and Contagion: Factions Against Iran Peace & FX, Sovereign Debt, and Commodity Spillovers"
- videoURL="https://www.youtube.com/watch?v=1gKRGCYbGWY"
+ title="The Return of Productive American Growth: Artemis, Oil Flippening, and Credit Expansion"
+ videoURL="https://www.youtube.com/watch?v=ZOhMeufDCbY"
/>
---
type: video
-title: 'Gold & Iron ⇢ Bitcoin & Silica: The Bismarckian Playbook Behind Pax Silica and US-Asia Relations'
-date: 2026-04-24
-modified: 2026-04-24
+title: 'Ceasefire and Contagion: Factions Against Iran Peace & FX, Sovereign Debt, and Commodity Spillovers'
+date: 2026-04-09
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 16
tags:
- macro
- - bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2047489923545284765
- YouTube: https://www.youtube.com/watch?v=cwNqhG1lvPk
- Substack: https://www.mineprinthash.com/p/gold-and-iron-bitcoin-and-silica
- LinkedIn: https://www.linkedin.com/posts/cotsuka_what-ties-otto-von-bismarck-to-current-headlines-share-7453255645115371520-Edua
+ 𝕏: https://x.com/MinePrintHash/status/2042359391555551543
+ YouTube: https://www.youtube.com/watch?v=1gKRGCYbGWY
+ Substack: https://www.mineprinthash.com/p/ceasefire-and-contagion
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_ceasefire-and-contagion-factions-against-activity-7448125022952480768-rxDW
---
import YouTube from '@components/youtube.astro';
-What ties Otto von Bismarck to current headlines? Matt Dines relates it history to the headlines: Pax Silica, UAE swap lines, Asian trade routes, and a US military Bitcoin node.
+The Iran ceasefire is a narrow opening within a much larger reorganization of the Middle East.
-Gold and Iron, updated for 2026.
+Matt Dines examines how the contagion is spreading through FX, sovereign debt, and commodities markets. While the short two-week window is an opportunity for the US and Iran to negotiate a peaceful exit, factions that prefer a return to the status quo or an alternative result are working behind the scenes to ensure these talks turn sour.
<YouTube
- title="Gold & Iron ⇢ Bitcoin & Silica: The Bismarckian Playbook Behind Pax Silica and US-Asia Relations"
- videoURL="https://www.youtube.com/watch?v=cwNqhG1lvPk"
+ title="Ceasefire and Contagion: Factions Against Iran Peace & FX, Sovereign Debt, and Commodity Spillovers"
+ videoURL="https://www.youtube.com/watch?v=1gKRGCYbGWY"
/>
---
type: video
-title: 'Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition'
-date: 2026-04-30
-modified: 2026-04-30
+title: 'Gold & Iron ⇢ Bitcoin & Silica: The Bismarckian Playbook Behind Pax Silica and US-Asia Relations'
+date: 2026-04-24
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
volume: 17
tags:
- macro
+ - bitcoin
posse:
- 𝕏: https://x.com/MinePrintHash/status/2049964211414172008
- YouTube: https://www.youtube.com/watch?v=91hx1VCcKRM
- Substack: https://www.mineprinthash.com/p/sphere-of-influence-skirmishes-fed
- LinkedIn: https://www.linkedin.com/posts/cotsuka_spheres-of-influence-are-colliding-at-both-share-7455730161439727616-DXEw
+ 𝕏: https://x.com/MinePrintHash/status/2047489923545284765
+ YouTube: https://www.youtube.com/watch?v=cwNqhG1lvPk
+ Substack: https://www.mineprinthash.com/p/gold-and-iron-bitcoin-and-silica
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_what-ties-otto-von-bismarck-to-current-headlines-share-7453255645115371520-Edua
---
import YouTube from '@components/youtube.astro';
-Spheres of influence are colliding at both the international and domestic levels, with central bank stress, Fed politics, and the competition for critical resources front and center.
+What ties Otto von Bismarck to current headlines? Matt Dines relates it history to the headlines: Pax Silica, UAE swap lines, Asian trade routes, and a US military Bitcoin node.
-Matt Dines explains how these factors all lead to gold signaling an unstable equilibrium.
+Gold and Iron, updated for 2026.
<YouTube
- title="Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition"
- videoURL="https://www.youtube.com/watch?v=91hx1VCcKRM"
+ title="Gold & Iron ⇢ Bitcoin & Silica: The Bismarckian Playbook Behind Pax Silica and US-Asia Relations"
+ videoURL="https://www.youtube.com/watch?v=cwNqhG1lvPk"
/>
---
type: video
-title: 'The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game'
-date: 2026-05-07
-modified: 2026-05-07
+title: 'Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition'
+date: 2026-04-30
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
tags:
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2052522234749821341
- YouTube: https://www.youtube.com/watch?v=RtN3Ww7RiDQ
- Substack: https://www.mineprinthash.com/p/the-trans-adriatic-pipeline-eurasian
- LinkedIn: https://www.linkedin.com/posts/cotsuka_pipelines-and-energy-corridors-are-the-map-share-7458288142840795138-g66m
+ 𝕏: https://x.com/MinePrintHash/status/2049964211414172008
+ YouTube: https://www.youtube.com/watch?v=91hx1VCcKRM
+ Substack: https://www.mineprinthash.com/p/sphere-of-influence-skirmishes-fed
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_spheres-of-influence-are-colliding-at-both-share-7455730161439727616-DXEw
---
import YouTube from '@components/youtube.astro';
-Pipelines and energy corridors are the map of power in Eurasia.
+Spheres of influence are colliding at both the international and domestic levels, with central bank stress, Fed politics, and the competition for critical resources front and center.
-From Armenia and the Caucuses to Bulgaria, then to the Strait of Hormuz and China, Matt Dines traces the contest over resources and trade routes into geopolitics and monetary unions.
+Matt Dines explains how these factors all lead to gold signaling an unstable equilibrium.
<YouTube
- title="The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game"
- videoURL="https://www.youtube.com/watch?v=RtN3Ww7RiDQ"
+ title="Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition"
+ videoURL="https://www.youtube.com/watch?v=91hx1VCcKRM"
/>
---
type: video
-title: 'The Funding Squeeze: Sovereigns, Money Markets, and AI Compute'
-date: 2026-05-15
-modified: 2026-05-15
+title: 'The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game'
+date: 2026-05-07
+modified: 2026-05-21
publication:
name: Mine Print Hash
issue: 2026
tags:
- macro
posse:
- 𝕏: https://x.com/MinePrintHash/status/2055422982198288567
- YouTube: https://www.youtube.com/watch?v=uLZpQf__oK0
- Substack: https://www.mineprinthash.com/p/the-funding-squeeze-sovereigns-money
- LinkedIn: https://www.linkedin.com/posts/cotsuka_what-happens-when-funding-stress-collides-share-7461188724874252289-nI45
+ 𝕏: https://x.com/MinePrintHash/status/2052522234749821341
+ YouTube: https://www.youtube.com/watch?v=RtN3Ww7RiDQ
+ Substack: https://www.mineprinthash.com/p/the-trans-adriatic-pipeline-eurasian
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_pipelines-and-energy-corridors-are-the-map-share-7458288142840795138-g66m
---
import YouTube from '@components/youtube.astro';
-What happens when funding stress collides with AI's demand for compute?
+Pipelines and energy corridors are the map of power in Eurasia.
-Matt Dines and I trace the squeeze across sovereign yields, SOFR futures, money markets, and why compute futures may unlock financing for the next wave of AI compute construction.
+From Armenia and the Caucuses to Bulgaria, then to the Strait of Hormuz and China, Matt Dines traces the contest over resources and trade routes into geopolitics and monetary unions.
<YouTube
- title="The Funding Squeeze: Sovereigns, Money Markets, and AI Compute"
- videoURL="https://www.youtube.com/watch?v=uLZpQf__oK0"
+ title="The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game"
+ videoURL="https://www.youtube.com/watch?v=RtN3Ww7RiDQ"
/>
--- /dev/null
+---
+type: video
+title: 'The Funding Squeeze: Sovereigns, Money Markets, and AI Compute'
+date: 2026-05-15
+modified: 2026-05-21
+publication:
+ name: Mine Print Hash
+ issue: 2026
+ volume: 20
+tags:
+ - macro
+posse:
+ 𝕏: https://x.com/MinePrintHash/status/2055422982198288567
+ YouTube: https://www.youtube.com/watch?v=uLZpQf__oK0
+ Substack: https://www.mineprinthash.com/p/the-funding-squeeze-sovereigns-money
+ LinkedIn: https://www.linkedin.com/posts/cotsuka_what-happens-when-funding-stress-collides-share-7461188724874252289-nI45
+---
+
+import YouTube from '@components/youtube.astro';
+
+What happens when funding stress collides with AI's demand for compute?
+
+Matt Dines and I trace the squeeze across sovereign yields, SOFR futures, money markets, and why compute futures may unlock financing for the next wave of AI compute construction.
+
+<YouTube
+ title="The Funding Squeeze: Sovereigns, Money Markets, and AI Compute"
+ videoURL="https://www.youtube.com/watch?v=uLZpQf__oK0"
+/>
projects / cotsuka.github.io / commitdiff