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The $500 Billion Platform Isn't Built For China
Nvidia's own guidance already assumes zero. This is who's left.
Aug 14
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Genuine Impact
4
Alibaba releases Qwen3.8-Max AI model
Why the 17 August earnings report matters more than a month of headlines.
Aug 7
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Genuine Impact
7
The Limits of Performance Persistence
Short-run persistence among active fund managers looks real. Stretch the window and it vanishes. The pattern that holds is at the other end.
Aug 4
9
July 2026
Bought in Cash, Booked Later
$434 billion of hyperscaler capex, $149 billion of depreciation, and the timing gap that will shape margins through 2029.
Jul 30
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Genuine Impact
13
China’s AI Race Enters a New Phase
It’s No Longer About Being Cheap
Jul 20
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Genuine Impact
17
The Slow-Motion Run
What $14 billion of queued redemptions says about the $2 trillion private credit machine.
Jul 8
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Genuine Impact
4
The Limits of the Shared Ledger
Why blockchain succeeded as infrastructure but not as a universal solution to economic friction.
Jul 2
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Genuine Impact
9
June 2026
Tokenisation Solved Distribution, Not Liquidity
The tokenised real-world asset market is quoted at $345 billion, but far less trades. Tokenisation has worked as distribution for liquid assets, not as…
Jun 26
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Genuine Impact
16
1
SpaceX Goes Public: The $75 Billion IPO Reshaping Global Markets
The listing, the valuation, and what comes next.
Jun 18
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Genuine Impact
11
1
The Bitcoin Sell-Off: What the ETF Data Actually Shows
$4.4 billion left US spot Bitcoin ETFs across 13 consecutive trading sessions — a record streak. Then Strategy sold Bitcoin for the first time since…
Jun 11
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Genuine Impact
10
1
Bitcoin Was Supposed to Be the Risk Asset That Didn’t Need Wall Street. Now Wall Street Is the Problem.
Bitcoin is lagging equities just as ETF outflows accelerate and Strategy breaks “never sell” image—a reminder that becoming a mainstream Wall Street…
Jun 4
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Genuine Impact
13
May 2026
Amazon’s Business Has Never Looked Stronger. The Cash Flow Tells a Different Story.
$181.5 billion in quarterly revenue. And free cash flow down 95%. The question is whether the market is being asked to pay today for cash flows that the…
May 28
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Genuine Impact
12
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