A free letter, published on Fridays, across the five disciplines: sound money, living soil, decentralized systems, macroeconomic cycles and AI. No ads. Every source cited.
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The archive so far runs from March to December 2024. Every issue answers three things, in order.
FirstWhat changed.
ThenWhy it matters.
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Five disciplines, one letter.
Rarely connected in practice, read together here, through the eight forms of capital.
Sound Money
Sound money, monetary history, self-custody, and assets that preserve purchasing power across time.
Regenerative Living Systems
Regenerative agriculture, ecological stewardship, food sovereignty, and designing living systems that regenerate rather than extract.
Decentralized Architecture
Distributed systems, open protocols, and sovereign infrastructure that maximize autonomy and minimize dependence.
Macroeconomic Cycles
Debt, demographics, innovation, and the recurring patterns that shape economies, markets, and civilizations.
Artificial Intelligence
The disciplined use of AI to extend human capability while preserving human judgment, authority, and responsibility.
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From the archive.
From the archive · 6 Dec 2024 · 24 min read
La Libertad: From Slums to Skyscrapers
El Salvador’s Great Transformation. A second visit to Bitcoin Country — from “murder capital of the world” to a nation finding its feet again.
Pupusas with a family that survived the gang years, orange-pilling on the ground, volcano-powered mining, and the four things El Salvador still needs to go the way of Singapore.