Pleroma Capital
We deliver original logic maps on emerging structural shifts and second-order effects in geopolitics, markets, and tech. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Multinational Corps. (CFO). No LLMs. Expert stuff only.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 4 months ago | Last Issue | 6 days ago |
| Active | |||||
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pleromacapital.substack.comLatest Issues
CIO Weekly: What People Missed in the 2026 China-Russia Joint Statement
Four tables. Three cognitive gaps. One structural shift.
This is one of the most sprawling Joint Statements in recent history, and arguably the most consequential geopolitical document of the century’s first half. Because we operate with z...
Conditional Gold | The Night BTC Met the Treasury Downgrade, and Why I Didn’t Cut
The 25D skew had drifted to -6.56% over two weeks. The options market was speaking a language the spot market wasn’t.
It wasn’t the spot price that made me set down my coffee this morning. BTC at $77,128 is a number. The chart that got me...
CIO Weekly: Without a Fulcrum, There is No Balance
Will the rose seeds Trump asked from Xi be planted in the Rose Garden? Trump, Putin, and Sharif visit Beijing in succession. What are the insiders' takes?
"There are decades where nothing happens; and there are weeks where decades happen"...
CFO Biweekly 2026/5/14
Behind the 279bps OAS Stands a $1.2 Trillion Maturity Wall
Markets are pricing in calm. CFOs are calculating when the rate shock will hit the cash flow statement.
What Top Chinese Advisors Are Saying About the Xi-Trump Summit Right Now
From May 13 to 15, 2026, US President Donald Trump will conduct a state visit to China. This marks the first time a US president has set foot on Chinese soil in nine years and follows the Busan meeting seven months ago. From the perspective...
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We deliver original logic maps on emerging structural shifts and second-order effects in geopolitics, markets, and tech. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Multinational Corps. (CFO). No LLMs. Expert stuff only.
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