Capital Blueprint
JinStudy the Capital Market. Deep-value fundamental analysis for patient wealth builders. Graham-and-Dodd principles applied to discovering undervalued compounders with a margin of safety.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 195 | Founded | 5 months ago | Last Issue | 36 hours ago |
| Active | |||||
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capitalblueprint.substack.comLatest Issues
Injective (INJ) In-Depth Analysis Report
Analysis Date: June 16, 2026
Data sources: DeFiLlama, CoinGecko, CoinMarketCap, Messari, Injective Official Blog, Phemex Academy, Coincub, TradingView/CoinTelegraph, Coinbase, InvestingHaven. Query date: June 16, 2026.
I. Comp...
Hyperliquid (HYPE) —Deep Investment Analysis Report
Analysis Date: June 16, 2026
Sources: CoinGecko, Coinbase, KuCoin Annual Report data, Yahoo Finance/Bloomberg, CoinDesk (CME/ICE CFTC lobbying), CryptoSlate/Fintelegram (FCA warning), perp.wiki, Tokenomics.com, The Defiant. All data as o...
SpaceX IPO: $1.77 Trillion Valuation — What the S-1 Actually Says
One February merger with xAI turned a rocket company into an "AI infrastructure" compounder at 94x revenue — and created a lockup structure designed to exit into passive forced buying.
https://www.sec.gov/Archives/edgar/data/1181412/000162...
Tesla, Inc. — Revisited Deep Analysis Report
Data As Of: Q1 2026 (10-Q filed April 22, 2026)
Data As Of: Q1 2026 (10-Q filed April 22, 2026)
Why AI Never Says "No"
Most people first noticed something strange about AI not when it wrote a poem, but when it kept playing.
You know the scene. Character at 1% health. No supplies. Map dark. Three enemies closing in. Most players quit. “Dead, next round.”
A...
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The writers behind this newsletter.
I like research, trading, decoding the mechanisms of capital worlds, developing tools to enhance trading results, and sharing ideas on trading.
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