Category: Macroeconomics
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AI, Control Planes, and Bitcoin as Pristine Reserve in an Agentic Economy
This discussion is not really about Bitcoin “crashing.” It is about a deeper transition in how capital, technology, and money reorganize as AI scales—and why Bitcoin’s importance lies after that reorganization, not during its early turbulence. Bitcoin’s recent drawdowns are best understood not as a failure of its fundamentals, but as a consequence of how…
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Read the Regional Signals
Global headlines miss regional nuances. Japan’s aging demographics drive automation demand differently than Singapore’s tech hub ambitions. China’s industrial policy shapes supply chains while Korea accelerates semiconductor independence. Currency fluctuations, interest rate differentials, and cross-border capital flows aren’t abstract—they’re your client’s operating reality. Smart businesses don’t just react to macro trends; they position themselves ahead…