Subscribe
Sign in
Home
Podcast
Notes
Speaking, Media & Advisory
Archive
About
Latest
Top
Discussions
Open Source as a Means of Survival
Kevin Xu on how China stumbled into open source, why open weights aren't open source, and who pays for the AI build-out
Sep 27
•
Marieke Flament
,
Nicolas Colin
, and
Kevin Xu
12
1
1:31:33
The AI Oil Shock
Why the next phase of AI may break apart the value chain, strand billions in infrastructure, and create a new commodity market for compute
Sep 20
•
Nicolas Colin
and
Marieke Flament
16
There Is Nobody You Can Call
Marcin Zarakowski and Patrick Prinz on tracing stolen crypto across borders, the choke points where assets can be frozen, and why Europe needs its own…
Sep 13
•
Marieke Flament
and
Nicolas Colin
1
1
1:24:58
August 2026
The Great Financial Reset Has Begun
And we’ve been documenting it for over a year
Aug 23
•
Nicolas Colin
and
Marieke Flament
54
9
The Dollar’s Japanese Problem
The yen intervention and the hidden limits of American financial power
Aug 9
•
Marieke Flament
and
Nicolas Colin
9
2
July 2026
The Narrow Gate
The world is building cages to trap domestic capital at home. America is building a gate, with the toll written in software.
Jul 14
•
Nicolas Colin
and
Marieke Flament
6
Can You Open Source the Dollar?
OpenUSD aims to open-source stablecoin issuance. Every layer that opens strengthens the one layer that can't: the dollar.
Jul 6
•
Marieke Flament
and
Nicolas Colin
6
1
June 2026
Tether Is Not a Stablecoin Company
It printed its own money to bootstrap a conglomerate at sovereign scale. Now it's investing in the infrastructure of the next economy, with Washington’s…
Jun 28
•
Marieke Flament
and
Nicolas Colin
7
1
4
Every 1% Loss Is a 1% Loss of Dollar Leverage
Jess Hoversen on what really sustains the dollar, how it became a weapon, and the rivals quietly building around it
Jun 22
•
Marieke Flament
,
Nicolas Colin
, and
Jess Hoversen
16
2
1:20:27
Flows, Not Fundamentals
How surplus savings and passive money, and now stablecoins and tokenization, turn the US stock market into a machine that prices shares by flow and…
Jun 14
•
Nicolas Colin
and
Marieke Flament
5
3
Whether You Like It or Not, Your Economy Will Adjust to My Industrial Policy
Michael Pettis on China's overinvestment, global trade imbalances, and who pays for the reckoning
Jun 7
•
Nicolas Colin
and
Marieke Flament
9
2
1:33:13
The Year Money Moved to Code
Exactly a year ago we launched "Currency of Power"
Jun 3
•
Marieke Flament
and
Nicolas Colin
4
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
