Shanaka Anslem Perera
Writing about money, tech, AI, science, physics, politics & the messy world we live in. Bitcoin included. Just trying to understand reality a bit better.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 509 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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shanakaanslemperera.substack.comLatest Issues
Geopolitics and World Politics Monthly, Issue 01 - The World Will Not Wait for Washington
The President promised no attack on Iran before the midterms. Two days later an attack on Riyadh's airport, blamed on the Iran-backed Houthis, killed at least 13 people, and he said he would "take a look" at that promise. Diesel averaged $6...
Chain of Custody PRO - The BTC & Crypto Monthly Newsletter, Issue 01 - The Raise Was Not the Bid
Shanaka Anslem Perera | 10th October 2026
Chain of Custody PRO, Issue 01. A monthly letter on bitcoin and crypto.
01. This month in two minutes
Strategy, the company formerly called MicroStrategy, raised $5.41 billion from new...
AI Semiconductor Monthly, Issue 01 - Paid Early, Paid Later
NVIDIA was owed $63.1 billion at 26th July and has given some buyers up to a year to pay. Micron took $12.3 billion of deposits it must return on agreed conditions. Oracle counted $11.4 billion of customer prepayments in its operating ca...
Who Gets the Next Barrel?
The Iran war, the world's scramble for diesel and who pays for the Northeast's winter
On Thursday 1st October, China began a week-long national holiday. Its major refiners had no permission to export fuel anywhere beyond Hong Kong and Maca...
Shanaka’s Oil & Gas Letter - Issue 01 - Brent’s 2027 Curve Is Above Washington’s Forecast
The US government’s energy forecaster expects most Gulf oil flows to be back to normal by the second quarter of 2027. The futures board still sits above that path, with a wider gap late in the year.
Shanaka Anslem Perera, 29th September 20...
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Author of The Ascent Begins | Independent Analyst | The forces shaping money, geopolitics, AI, science, and sovereignty don’t move in silos. They move in symphony. I try to understand the reality a bit better
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