From 0a6f4abf580bd4f8a4bad5daa8b6e7218c87d894 Mon Sep 17 00:00:00 2001 From: Cameron Otsuka Date: Thu, 21 May 2026 16:52:16 -0700 Subject: [PATCH] correct week numbers --- .../index.mdx | 4 +-- .../articles/tpus-advance-on-nvidia/index.mdx | 4 +-- content/podcasts/mine-print-hash-2026-02.mdx | 27 ----------------- content/podcasts/mine-print-hash-2026-03.mdx | 20 ++++++------- content/podcasts/mine-print-hash-2026-04.mdx | 20 ++++++------- content/podcasts/mine-print-hash-2026-05.mdx | 23 +++++++-------- content/podcasts/mine-print-hash-2026-06.mdx | 23 ++++++++------- content/podcasts/mine-print-hash-2026-07.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-08.mdx | 29 +++++++++++++++++++ content/podcasts/mine-print-hash-2026-09.mdx | 28 ------------------ content/podcasts/mine-print-hash-2026-10.mdx | 23 +++++++-------- content/podcasts/mine-print-hash-2026-11.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-12.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-13.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-14.mdx | 23 ++++++++------- content/podcasts/mine-print-hash-2026-15.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-16.mdx | 23 +++++++-------- content/podcasts/mine-print-hash-2026-17.mdx | 23 ++++++++------- content/podcasts/mine-print-hash-2026-18.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-19.mdx | 22 +++++++------- content/podcasts/mine-print-hash-2026-20.mdx | 28 ++++++++++++++++++ 21 files changed, 226 insertions(+), 226 deletions(-) delete mode 100644 content/podcasts/mine-print-hash-2026-02.mdx create mode 100644 content/podcasts/mine-print-hash-2026-08.mdx delete mode 100644 content/podcasts/mine-print-hash-2026-09.mdx create mode 100644 content/podcasts/mine-print-hash-2026-20.mdx diff --git a/content/articles/glasswing-and-daybreak-you-are-not-secure/index.mdx b/content/articles/glasswing-and-daybreak-you-are-not-secure/index.mdx index 9ee5393..f1b97d5 100644 --- a/content/articles/glasswing-and-daybreak-you-are-not-secure/index.mdx +++ b/content/articles/glasswing-and-daybreak-you-are-not-secure/index.mdx @@ -2,12 +2,12 @@ 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: diff --git a/content/articles/tpus-advance-on-nvidia/index.mdx b/content/articles/tpus-advance-on-nvidia/index.mdx index 50e92d7..b8aeb49 100644 --- a/content/articles/tpus-advance-on-nvidia/index.mdx +++ b/content/articles/tpus-advance-on-nvidia/index.mdx @@ -2,12 +2,12 @@ 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: diff --git a/content/podcasts/mine-print-hash-2026-02.mdx b/content/podcasts/mine-print-hash-2026-02.mdx deleted file mode 100644 index abce1c6..0000000 --- a/content/podcasts/mine-print-hash-2026-02.mdx +++ /dev/null @@ -1,27 +0,0 @@ ---- -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! - - diff --git a/content/podcasts/mine-print-hash-2026-03.mdx b/content/podcasts/mine-print-hash-2026-03.mdx index 2425fbb..2cf2d3f 100644 --- a/content/podcasts/mine-print-hash-2026-03.mdx +++ b/content/podcasts/mine-print-hash-2026-03.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,17 +11,17 @@ tags: - 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! diff --git a/content/podcasts/mine-print-hash-2026-04.mdx b/content/podcasts/mine-print-hash-2026-04.mdx index 66e689b..bc853af 100644 --- a/content/podcasts/mine-print-hash-2026-04.mdx +++ b/content/podcasts/mine-print-hash-2026-04.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,17 +11,17 @@ tags: - 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. diff --git a/content/podcasts/mine-print-hash-2026-05.mdx b/content/podcasts/mine-print-hash-2026-05.mdx index abc1a88..0d967c3 100644 --- a/content/podcasts/mine-print-hash-2026-05.mdx +++ b/content/podcasts/mine-print-hash-2026-05.mdx @@ -1,28 +1,27 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-06.mdx b/content/podcasts/mine-print-hash-2026-06.mdx index 9bfc1ce..69a6702 100644 --- a/content/podcasts/mine-print-hash-2026-06.mdx +++ b/content/podcasts/mine-print-hash-2026-06.mdx @@ -1,27 +1,28 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-07.mdx b/content/podcasts/mine-print-hash-2026-07.mdx index 463db8d..8917b5e 100644 --- a/content/podcasts/mine-print-hash-2026-07.mdx +++ b/content/podcasts/mine-print-hash-2026-07.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,19 +11,17 @@ 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/ + 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. diff --git a/content/podcasts/mine-print-hash-2026-08.mdx b/content/podcasts/mine-print-hash-2026-08.mdx new file mode 100644 index 0000000..c1c8bdf --- /dev/null +++ b/content/podcasts/mine-print-hash-2026-08.mdx @@ -0,0 +1,29 @@ +--- +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. + + diff --git a/content/podcasts/mine-print-hash-2026-09.mdx b/content/podcasts/mine-print-hash-2026-09.mdx deleted file mode 100644 index f7b1cab..0000000 --- a/content/podcasts/mine-print-hash-2026-09.mdx +++ /dev/null @@ -1,28 +0,0 @@ ---- -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. - - diff --git a/content/podcasts/mine-print-hash-2026-10.mdx b/content/podcasts/mine-print-hash-2026-10.mdx index aeaa2a3..0d5a8a1 100644 --- a/content/podcasts/mine-print-hash-2026-10.mdx +++ b/content/podcasts/mine-print-hash-2026-10.mdx @@ -1,29 +1,28 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-11.mdx b/content/podcasts/mine-print-hash-2026-11.mdx index ebcd256..7f8e198 100644 --- a/content/podcasts/mine-print-hash-2026-11.mdx +++ b/content/podcasts/mine-print-hash-2026-11.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,19 +11,19 @@ tags: - 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. diff --git a/content/podcasts/mine-print-hash-2026-12.mdx b/content/podcasts/mine-print-hash-2026-12.mdx index cb4c1db..a729400 100644 --- a/content/podcasts/mine-print-hash-2026-12.mdx +++ b/content/podcasts/mine-print-hash-2026-12.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,19 +11,19 @@ tags: - 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. diff --git a/content/podcasts/mine-print-hash-2026-13.mdx b/content/podcasts/mine-print-hash-2026-13.mdx index ce493d6..dbf2b44 100644 --- a/content/podcasts/mine-print-hash-2026-13.mdx +++ b/content/podcasts/mine-print-hash-2026-13.mdx @@ -1,8 +1,8 @@ --- 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 @@ -11,19 +11,19 @@ tags: - 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. diff --git a/content/podcasts/mine-print-hash-2026-14.mdx b/content/podcasts/mine-print-hash-2026-14.mdx index 2877a2f..8acf146 100644 --- a/content/podcasts/mine-print-hash-2026-14.mdx +++ b/content/podcasts/mine-print-hash-2026-14.mdx @@ -1,28 +1,29 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-15.mdx b/content/podcasts/mine-print-hash-2026-15.mdx index dc5213c..38e05d6 100644 --- a/content/podcasts/mine-print-hash-2026-15.mdx +++ b/content/podcasts/mine-print-hash-2026-15.mdx @@ -1,8 +1,8 @@ --- 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 @@ -10,19 +10,19 @@ publication: 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. diff --git a/content/podcasts/mine-print-hash-2026-16.mdx b/content/podcasts/mine-print-hash-2026-16.mdx index ac182a7..9021b99 100644 --- a/content/podcasts/mine-print-hash-2026-16.mdx +++ b/content/podcasts/mine-print-hash-2026-16.mdx @@ -1,29 +1,28 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-17.mdx b/content/podcasts/mine-print-hash-2026-17.mdx index 39a3290..07baa25 100644 --- a/content/podcasts/mine-print-hash-2026-17.mdx +++ b/content/podcasts/mine-print-hash-2026-17.mdx @@ -1,28 +1,29 @@ --- 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. diff --git a/content/podcasts/mine-print-hash-2026-18.mdx b/content/podcasts/mine-print-hash-2026-18.mdx index 30b8108..063aeeb 100644 --- a/content/podcasts/mine-print-hash-2026-18.mdx +++ b/content/podcasts/mine-print-hash-2026-18.mdx @@ -1,8 +1,8 @@ --- 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 @@ -10,19 +10,19 @@ publication: 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. diff --git a/content/podcasts/mine-print-hash-2026-19.mdx b/content/podcasts/mine-print-hash-2026-19.mdx index f564041..52d26b5 100644 --- a/content/podcasts/mine-print-hash-2026-19.mdx +++ b/content/podcasts/mine-print-hash-2026-19.mdx @@ -1,8 +1,8 @@ --- 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 @@ -10,19 +10,19 @@ publication: 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. diff --git a/content/podcasts/mine-print-hash-2026-20.mdx b/content/podcasts/mine-print-hash-2026-20.mdx new file mode 100644 index 0000000..e5a3027 --- /dev/null +++ b/content/podcasts/mine-print-hash-2026-20.mdx @@ -0,0 +1,28 @@ +--- +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. + + -- 2.54.0