Bombthrower

  The “Effective Altruists” want you scared, stupid and subservient. Today’s post is a sneak preview of the “Future Shock” section of the forthcoming Sovereign Capitalist Letter (get our latest report and a sample issue here). Just heading into mid-September, a purported moral panic broke out amongst the frontier AI... Read more

What the G20, Werner, and Warsh tell us about America's new monetary playbook. The QE period is over. The only move to sustain is to provide credit to those who have capacity (Main Street) and guide it into productive use cases.... Read more

  Yesterday, Germany’s Alternative für Deutschland won Saxony-Anhalt, which shouldn’t really surprise anyone, but is being treated by the media like some kind of Black Swan event, blindsiding us all. The AfD won 43.8% of the vote, more than doubling its result from five years ago and crushing Chancellor Friedrich... Read more

This month's FUD: Coinkite Edition... Read more

  Written by Bryan Lutz, Contributor at The Sovereign Capitalist: The FUD is back, baby. Bitcoin is down nearly half from its 2025 high. And now, the obituaries are out of cold storage and back in heavy rotation. Sentiment surveys are scraping levels we haven’t seen since the 2022 crypto-winter,... Read more

  “You just wait until the next bear market…” Last month, I talked about how many of the legendary investors I’ve long followed as well as many of my contemporary financial commentators (speaking specifically of the contrarian ilk), are almost unanimous in the opinion that the AI trade is well... Read more

There was a version of this country that worked. Not in the mythos. In the KPIs. Multiculturalism here was both uncontroversial and functional. People came from everywhere, integrated, and got on with building lives, businesses and contributing to that overall ethos Canadian culture. Minority rights and gender equality stopped being... Read more

The data shows the opportunity cost of avoiding bubbles in the modern era. Jeremy Grantham built a career calling bubbles. With his AUM ranging from the 65B to 120B level over his career, he’s been fairly prescient about avoiding them on behalf of his clients, and in the process became... Read more

If you are new to the Equibit story, please read The Assassination of Equibit, originally released in 2023. When the Berlin Wall fell in November 1989, the world celebrated the end of one of history’s most oppressive regimes. East Germans stormed the headquarters of the Ministry for State Security — the... Read more

Two inexorable realities have come into sharpened focus over the last month or so. Both are themes we have been exploring and monitoring – one, since practically the very beginning of this service, the other, over the last year or so. The first is the unsustainable nature of the global... Read more

If you are new to the Equibit story, please read The Assassination of Equibit, originally released in 2023. A recurring and particularly damaging element in the campaign against Equibit Group founder Chris Horlacher has been the repeated disruption of his access to banking and payment systems — commonly referred to as de-banking.... Read more

If you are new to the Equibit story, please read The Assassination of Equibit, originally released in 2023. In December 2020, shortly after beginning to document what he believed was coordinated surveillance, Chris Horlacher deployed a honeypot on his home network named “Equibit-DEV”. What happened next provides some of the most intriguing technical... Read more