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Diesel at Record Highs: Supply Shock, Treasury Yields, and the Geopolitical Trap
National diesel prices have officially broken all-time records, hitting $6.40 a gallon, while concurrent disruptions choke critical global maritime bottlenecks at the Strait of Hormuz and Bab al-Mandab. With the 10-year Treasury yield surging past 5% and central banks trapped between crushing inflation and spiralling government debt, the global shipping and financial systems face unprecedented pressure.
Jonathan molendijk
Oct 29 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
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