Macro signals. No fluff. No fiat cheerleading. Just the signal on money, inflation, positioning — and the case for BTC.thesovsignal.substack.comJoined July 2025
Pension systems were designed when 16 workers supported each retiree. Now it's 2.8:1, heading to 1.4:1. The math doesn't work—and fees are extracting 25% of your lifetime wealth along the way
linkedin.com/pulse/pension-…
Money supply grew 34x since 1971, but prices only 8.5x. Where did that extra money go? The answer might explain why nobody can afford kids and houses anymore.
linkedin.com/pulse/why-youn…
If inflation has been "low and stable" for decades, why does your salary buy less house, fewer stocks, and less stuff than your parents' salary did?
I crunched the numbers. The answer will shock you.
linkedin.com/posts/andy-bos…
New Sovereign Signal Post
Gary Stevenson says crypto is a Ponzi.
Raoul Pal calls it liquidity beta.
Jack Mallers sees a global settlement rail.
Lyn Alden frames it as a debasement hedge.
They can’t all be right. But maybe they’re not all wrong either.
Full breakdown…
New Sovereign Signal episode: "Currency Dynamics in a Multi-Polar World"
The dollar monopoly is fracturing:
38% of global trade moving through digital currencies
SWIFT: 3-5 days → Digital RMB: 7 seconds
90% Russia-China trade now bypasses USD
BRICS GDP: $31 trillion (40% of…
95% of enterprise AI pilots fail financially (according to a recent MIT report)
Not because AI doesn’t work.
Because companies aren’t trying to grow—
they’re trying to protect.
Margins. Legacy systems. Shareholder optics.
AI isn’t the problem.
Strategy is.
Full post:…
Tuesday's lesson: PLTR -9.4%, NVDA -3.5%
Dark pools told the real story:
8:30 AM: $2B in tech sells (pre-market)
9:00 AM: MIT study drops
9:30 AM: Retail sees red, panics
11:00 AM: Dark pools flip to buying
Institutions sold higher. Bought lower. Used the news as cover.
When…
I recently had the most eye-opening conversation with Amjad Masad, the CEO who took Replit from near-death to $100M ARR in 6 months.
7 takeaways from our chat on talent wars, vibe coding, and AI myths:
Watch this magic trick.
You and your friend each have $50 in a $100 total supply of money.
You each have 50% of the money.
A big bad wolf comes in, creates $100, and gives it to themselves.
There is now $200 in the supply of money.
The big bad wolf has $100, you and your…
Do you know - For me this guy smashes it on so many levels. His style is not for everyone. Wall streeters will hate his good ole British honesty. But everyone if you get a chance, listen to the substance of what he says, not how he says it.
Do you know - For me this guy smashes it on so many levels. His style is not for everyone. Wall streeters will hate his good ole British honesty. But everyone if you get a chance, listen to the substance of what he says, not how he says it.
Saw an article today about a council fine payment being pushed through full 3D Secure authentication.
For a low-risk transaction like this, the only real benefit is for the bank and the merchant — the liability shifts away from them. For the consumer, it’s just friction.
And…
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