Arca Digital
Guillermo ValenciaEl mundo está cambiando más rápido de lo que crees. Geopolítica, IA y cripto — conectados cada miércoles, con skin in the game real.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | a year ago | Last Issue | 10 days ago |
| Active | Language |  Spanish | |||
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arca.macrowise.capitalLatest Issues
#4 |Qué aprendí esta semana: Dos salidas.
Esta semana, dos de las personas más inteligentes del mundo de la IA salieron de sus puestos.
A Leopold Aschenbrenner lo sacó Ken Griffin con un margin call. El profeta del situational awareness, liquidado por no tener awareness de su prop...
#68 | La ilusión del extracto bancario
El CDT nunca pierde en pesos. En dólares, se comporta casi igual que el S&P 500, pero paga una fracción.
Hay una frase que todo colombiano ha escuchado en una reunión familiar:
#3 | Qué Aprendí esta semana — El apalancamiento acaba con el talento.
1. Del nerviosismo del mercado a una serie de Netflix
Episodio 1: Seúl. Corea del Sur convirtió su bolsa en un casino nacional. El Kospi se duplicó en seis meses impulsado por dos acciones —Samsung y SK Hynix— que juntas pesan más del...
#67 | La anomalía
Las máquinas necesitan dinero — y nunca fue tan barato dárselo en pesos.
Tres números. Guárdalos, porque dentro de unos años vas a querer recordar dónde estabas cuando coincidieron.
#2 | Lo que aprendí esta semana: Mientras ganaba España.
1. Lo que tiene nervioso al mercado.
Alphabet subió su plan de inversión para 2026 a 195.000–205.000 millones de dólares. Solo en el segundo trimestre metió 44.900 millones y cerró con un flujo de caja libre negativo de 5.900 millones...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Co-founder Macrowise, global macro, passionate for technology.
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