The world is changing faster than ever. Independent analysis on AI, macroeconomics, financial markets, and geopolitics. Connect the dots. Challenge the narratives. Understand the forces reshaping money, technology, and power.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
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sylvainsaurel.substack.comLatest Issues
Wall Street Is Sleepwalking Into a November Trap: Why the Post-Midterm War Between Trump, the Democrats, and Big Tech Will Rewrite the Market Playbook.
A cornered White House, a vengeful Congress, and the coming shock to the AI supercycle.
Everyone is trading the election like it is business as usual. Nobody is pricing in what happens when a vengeful Congress collides with a cornered Whit...
President Donald Trump Wants American-Made Tech. The $230 Billion Bill Is Only the Beginning.
Bringing production home means finding power, skilled workers, and industrial know-how that Washington cannot summon with a tariff.
The most revealing thing about a $230 billion manufacturing bill is that raising the money might be the eas...
Elon Musk Thinks Earth’s Economy Is Too Small for SpaceX.
Starship could unlock industries that barely exist today. The $12 quadrillion question is how much of its value SpaceX can keep.
A company worth $2.2 trillion would usually be the end of an extraordinary business story.
AI Has a $20-a-Month Problem. Silicon Valley Has a Trillion-Dollar Plan.
Consumers love AI. Turning that love into recurring revenue could be much harder than the infrastructure boom assumes.
The AI industry is spending like the future has already signed a contract.
Samsung Is Bringing USDC to 82 Million Phones. The Real Prize Is Making Crypto Disappear.
A U.S. rollout planned for late October brings digital dollars into Samsung Wallet. The deeper battle is over who owns the customer when the blockchain fades from view.
The next crypto breakthrough could be someone sending $200 abroad with...
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Authors
The writers behind this newsletter.
I explore how Bitcoin, AI, economics and geopolitics are reshaping our world. Author of In Bitcoin We Trust and Sylvain Saurel’s Newsletter.
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