Johann’s Substack
Johann LokeMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | jlokesn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
2026: The Year of Revolt
The collapse of employment, the corrosion of governance, and the betrayal of a generation are converging into a single, global flashpoint. Nepal was the spark. Morocco and Brazil are the accelerants. The year 2026 will be remembered not for...
Ukraine Is Where Advanced Defense Technology Startups Are Made
Ukraine has built a state-backed defense-tech engine—BRAVE1—that compresses concept-to-combat-to-codification into weeks, then scales the winners for NATO through NSN (NATO Stock Number) alignment. It is not Silicon Valley cosplay; it is in...
Stablecoins Are WWIII War Bonds
In my last series, I argued that the base layer of crypto is no longer a neutral commons but an increasingly captured asset—shaped by venture funds, U.S. exchanges, and policy. This installment takes the argument to its wartime conclusion: ...
Weaponized Liquidity — Doctrine for 2030: how to wield (and constrain) programmable dollars in a fractured monetary internet [Part 6/6]
Previously in Weaponized Liquidity: Part 5 traced the people behind the pipes—how PayPal’s antifraud DNA, Palantir’s forward-deployed analytics, a16z’s capital-plus-policy engine, Founders Fund’s risk posture, and on-chain intelligence firm...
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