ChinArb
Capturing Structural Alpha via de-ideologized game theory and physical data. Decoding the evolution of global systems. 20+ years embedded in China's policy and industrial frontlines.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||
Read this Newsletter
chinarbitrageur.substack.comLatest Issues
Chokepoint Visa: The New Order of the Oceans
Background
When I wrote The Choking of the World’s Oceans in January, the Iron Throne was wobbling but America still sat on it—Mahan’s doctrine, four moves on the board, five maritime arteries gripped, an empire still too strong to cha...
The AI Trap: Washington Locked Itself Out—China Walked In
AI market share:
US AI in China, by token volume: 0%.
Chinese AI in the US, by token volume: ~50%.
That’s OpenRouter, April 2026. OpenRouter is the world’s largest independent AI API aggregation platform — 5 million developers,...
Why John Steinbach’s $281 Electric Bill Is Fueling China’s AI
Three things happened in three places at the same moment.
San Francisco, 3 PM. An AI engineer is writing model_routes.json. The most expensive client conversations — emotional support, medical explanation, legal analysis — go to Claude Opu...
Islamabad — The First Draft of a New World
If you have been following the Islamabad news over the past few days, you have seen something like this:
Iran announces it is walking out of the talks, then returns to the table. Israel bombs Beirut eight hours into the ceasefire. Trump po...
Hostile Symbiosis — A World Where Win and Lose No Longer Apply
Over the past few days we have witnessed an absurdity without precedent — both sides of the war have declared total victory. Trump on Truth Social: “Total and Complete Victory.” Ghalibaf on Iranian state TV: “Iran’s forty-two days of resist...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for ChinArb.
| Subscribers | Engagement | 83 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Capturing Structural Alpha via de-ideologized game theory and physical data. Decoding the evolution of global systems. 20+ years embedded in China's policy and industrial frontlines.
Frequently Asked Questions
How can I access the email archive for ChinArb?
You can find recent issues that have been published by ChinArb on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does ChinArb have?
To see how many people subscribe to ChinArb, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in ChinArb?
Newsletter advertising can be extremely effective when it's done right. Before you pitch ChinArb as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like ChinArb?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact ChinArb using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to ChinArb?
Scroll up to where it says Related Newsletters to see other publications like ChinArb. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact ChinArb?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.