Rebuilding the Financial System Around Reality
Getting Positioned in the New Financial System (Before It’s Obvious)
Liquidity is being redirected. Energy is being prioritised before broader growth returns. This is a compression & selection phase. Introducing a simple dashboard to track system pressure, collateral preference, & risk so we can see what comes next.
Q1 2026: The New Financial Order Where Volatility Is a Tool, Not a Bug
Volatility isn’t chaos, it’s the mechanism of change. This note shows how markets are being used to compress leverage, select winning assets, and rebuild the system around collateral and control. Understand this shift, & you understand where capital will likely flow next - & who gets left behind.
Q&A 25th March. Timing the Great Taking; Compulsion to Tokenize & the Wealth Trilemma.
Perhaps, the reat taking isn't what we're so commonly led to believe. No sudden collapse. No single event. But, instead, a slow shift where ownership quietly becomes conditional.
8. Obtaining an Edge in the New Financial System
Whoever defines eligible collateral; effectively decides who prospers.
Final Call for Q&A 25th March
7. Preserving Wealth in the Unified Ledger World
We’re moving from a debt-driven system to one anchored in collateral, resources, and real-time settlement. That shift will determine which assets gain value, which lose relevance, and who stays ahead. This video breaks down what’s actually happening; and why it matters now.
Q&A Submission 25th March
Please submit your question submissions. I'll open up to other members from the 15th.
6. Betting on Bottlenecks in the Atomic Age: A Macro Thesis.
When the monetary system changes, wealth does not disappear. It shifts toward the assets quietly strengthened as the financial world transforms.
5. Tokenization, Scarcity, and the Unified Ledger
Tokenization is not about crypto hype. It is about controlling scarcity collateral and settlement in a resource constrained world. This presentation explains what is really being built.
March Update - Why Silver Thrives When Liquidity Dies
When liquidity has to be backed by real assets, it shrinks and prices start to reflect what actually exists.
Q&A 25th Feb: Asset Allocation, Bitcoin Current & Future Outlook, Digital ID.
Tokenisation, digital ID, and Bitcoin: integration versus sovereignty. Which assets gain structural liquidity - and does crypto become collateral or remain permanently outside the system?