M31 Capital
M31 Capital, Nathan James MontoneM31 Capital is a research-driven investment firm focused on identifying technology paradigm shifts before consensus.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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m31capital.substack.comLatest Issues
The High Cost of Heresy
Reading Resistance
On April 24, 2026, the Food and Drug Administration placed a psychedelic on a one-to-two month approval track. Compass Pathways had run two Phase 3 trials of synthetic psilocybin in treatment-resistant depression, and...
A Holy War Is Coming
The Enhanced Games arena in Las Vegas, where athletes become the test case for a chemically remade human future.
The Games That Broke the Rules
On May 24, 2026, inside a purpose-built arena at Resorts World Las Vegas, a Greek swimmer n...
Artificial Intelligence & the Populist Rise of 1873
Historians treat the Gilded Age as a story about robber barons and farm protests. Investors should treat it as something more useful: the cleanest worked example we have of what happens when a country’s productive base outgrows the money th...
The Hidden Grammar of History
I have spent years studying the recurring patterns across fields that rarely talk to each other - monetary history, megapolitics, evolutionary biology, complexity science, civilizational theory, information physics - in order to find the un...
The Atomic Turn
On February 28, 2026, the United States and Israel launched an air war against Iran. Within hours, the Islamic Revolutionary Guard Corps began broadcasting warnings across the Strait of Hormuz that ship passages were no longer permitted. By...
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M31 Capital is a research-driven investment firm focused on identifying technology paradigm shifts before consensus.
Founder, CEO at M31 Capital
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