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This Might be The Next Market Supercycle
Are investors preparing for the biggest macroeconomic pivot of the decade? For the last 15 years, mega-cap tech stocks and paper assets reigned supreme. But historical market data reveals we have entered a brand-new Commodity & Real Asset Supercycle—a 15-to-20-year structural rotation driven by massive sovereign debt, deglobalization, central bank gold accumulation, and fiscal money printing.
Jonathan molendijk
5 days ago9 min read


Russia's $100,000,000,000 Bet on Crypto
Did Russia just adopt a Bitcoin standard—or build a digital fortress?On August 4th, Vladimir Putin signed Federal Law No. 282-FZ into law, legalizing cryptocurrency for international trade while capping domestic citizens at 300,000 Rubles (~$3,700) per year. At the exact same time, Russia triggered a mandatory rollout of its Central Bank Digital Currency (CBDC): The Digital Ruble.
Jonathan molendijk
Sep 38 min read


Your 401K Is Their Exit Strategy (SpaceX, Anthropic, OpenAI)
Are hidden index rule changes turning your retirement account into exit liquidity for private tech insiders? In this video, we break down how recent updates like the "NASDAQ Fast Entry Rule"—which slashes waiting periods to just 15 trading days and removes traditional public float minimums—allow mega-cap tech IPOs like SpaceX, OpenAI, and Anthropic to immediately enter passive funds.
Jonathan molendijk
Aug 309 min read


The Stock Market Just Popped
What if the trillion-dollar AI boom isn't being backed by big tech profits, but by your life insurance, pension, and 401(k)? In this video, we uncover how Wall Street and Silicon Valley have engineered a complex financial mechanism to offload massive AI infrastructure debt onto everyday retirement accounts—bypassing post-2008 safety regulations.
Jonathan molendijk
Aug 289 min read


The United States Is Intervening In Japan's Affairs
Did U.S. Treasury Secretary Scott Bessent accidentally leak a $10 Billion trade on a yellow notepad to a Reuters photojournalist—or was it a brilliant, calculated psychological operation to manipulate global foreign exchange markets without spending a dime?
Jonathan molendijk
Aug 239 min read


Was Koreas Market Crash a Warning for US Investors
South Korea’s main stock index, the KOSPI, recently suffered a devastating 40% crash from its historic peak, wiping out nearly $2 trillion in market value in under 40 days. As the global monopoly for High-Bandwidth Memory (HBM) chips required for Nvidia GPUs and AI supercomputers, South Korea’s sudden market collapse offers a critical preview of what could happen to Wall Street.
Jonathan molendijk
Aug 2110 min read


The $3.9T Dollar Global Monetary Reset Has Begun
For the first time in modern history, central bank gold reserves have crossed $3.9 trillion—reaching near parity with foreign holdings of U.S. Treasuries. As global de-dollarization accelerates and the BRICS alliance introduces "The Unit" settlement architecture, the 80-year reign of Bretton Woods is undergoing a massive structural shift.
Jonathan molendijk
Aug 158 min read


Is Iran The Next Forever War
Start here if you want the full video breakdown with the timeline and examples: watch “Is Iran The Next Forever War” on YouTube War is usually described as a failure of diplomacy, a clash of states, or a security crisis. It is also a market event. When missiles fly, budgets move. When bridges, power stations, ports, refineries, hospitals, and housing blocks are destroyed, contracts follow. When the bill for rebuilding arrives, debt markets enter the room. That is the core of
Jonathan molendijk
Aug 69 min read
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