The Mesh Point
Kane McGukinPersonal views and opinions on understanding what money is, how existing financial rails are being reshaped, and insights on what we can learn from books and prior historical inflection points.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 128 | Subscribers | Read | kanemcgukin.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Network Power: How Networks Build Empires, Break Nations, and Shape Order
Every empire has lived or died by the strength of its networks. From the Silk Road to the internet, power has always flowed along lines of connection.
Bitcoin Treasury Company Discussion
I joined Stephan Livera on SLP to discuss the reflexive nature of the recent Bitcoin Treasury Company Boom.
The Bitcoin Treasury Bubble: Reflexivity, Metrics, and the Unwind
Bitcoin is not the bubble, but what’s being built on top of it might be. In this paper, I walk through why Bitcoin Treasury Companies (BTC-TCs) are showing all the classic signs of a reflexive financial mania. Drawing parallels to past bubb...
Tariffs Built America—Can They Save It?
So what is it with tariffs? Are they good? Are they bad, or are they necessary?
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Authors
The writers behind this newsletter.
Career investor focused on inflection points between technology & investing. Connecting past dots to future points is slow but usually rewarding 5 to 10 years later. My opinions are not to be considered investment advice.
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