Research index
78 cited research blocks. Each is a readable on-site page (rendered from its .md) and links to its structured data (.json, with every source URL) on GitHub. Generated 2026-06-11.
AI financial core (13)
The AI-capex depreciation & duration-mismatch trap: useful-life as the fifth self-marked number (Burry, Oracle FY2026, justdario)
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
The efficiency counter-thesis — DeepSeek, Jevons, and China's domestic AI stack (the strongest honest challenge to the AI-capex bubble case)
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
Disney <-> OpenAI / Sora: funding edge (rescinded) + IP-liability overhang
~10 source links · read on site · data (.json) · write-up (.md)
~10 source links · read on site · data (.json) · write-up (.md)
fin-google-amazon-anthropic-meta.json
~47 source links · read on site · data (.json) · write-up (.md)
~47 source links · read on site · data (.json) · write-up (.md)
Gulf sovereign AI capital — MGX/G42, PIF/HUMAIN, QIA: the external-capital injection that keeps the circular loop solvent (and the China-exclusion price of chips)
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
Hedera (HBAR) connection map - enterprise-council overlaps with the corpus, the SEALCOIN/WISeKey bridge, real adoption vs token-value accrual
~31 source links · read on site · data (.json) · write-up (.md)
~31 source links · read on site · data (.json) · write-up (.md)
Meta / Facebook family - consolidated AI-cluster node (Scale AI, Superintelligence Labs, Hyperion, nuclear, MTIA)
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
OpenAI's for-profit conversion & the $1.4T-vs-$25B gap — the engine of the circular core
~6 source links · read on site · data (.json) · write-up (.md)
~6 source links · read on site · data (.json) · write-up (.md)
SEALSQ / WISeKey global build-out - multi-country government-subsidized PQC/quantum/space/crypto footprint (the narrative-stack matures into a real-estate map)
~35 source links · read on site · data (.json) · write-up (.md)
~35 source links · read on site · data (.json) · write-up (.md)
SpaceX / SPCX IPO + cancelable AI-compute deals (Google, Anthropic)
~13 source links · data (.json) · write-up (.md)
~13 source links · data (.json) · write-up (.md)
Digital ID & age verification (4)
The orchestration layer behind Western digital-ID + surveillance expansion - and the real structural incentive (graded)
~8 source links · read on site · data (.json) · write-up (.md)
~8 source links · read on site · data (.json) · write-up (.md)
Proof-of-personhood to programmable identity: Worldcoin/World, eIDAS 2.0 EUDI wallets, the Digital Euro, EU Chat Control, and the UK Online Safety Act
~10 source links · read on site · data (.json) · write-up (.md)
~10 source links · read on site · data (.json) · write-up (.md)
Geopolitics & strategic geography (8)
Allied intel & strategic-geography nodes — Australia, South Korea, Japan, Singapore, Hong Kong, Greenland & the Arctic
~10 source links · read on site · data (.json) · write-up (.md)
~10 source links · read on site · data (.json) · write-up (.md)
The physical information layer — undersea cables (sabotage + repair shortage) and the space/ISR layer (Starshield/NRO concentration)
~8 source links · read on site · data (.json) · write-up (.md)
~8 source links · read on site · data (.json) · write-up (.md)
The two-sided chip-chokepoint war — Western equipment (ASML/Zeiss/Japan) vs China's materials leverage
~12 source links · read on site · data (.json) · write-up (.md)
~12 source links · read on site · data (.json) · write-up (.md)
Contested resource states — Venezuela, Greenland, Argentina, Iran across materials, military, capital & surveillance
~11 source links · read on site · data (.json) · write-up (.md)
~11 source links · read on site · data (.json) · write-up (.md)
The defense-industrial base — arsenal depletion, the China materials chokepoint on weapons, and the defense-tech capital wave
~8 source links · read on site · data (.json) · write-up (.md)
~8 source links · read on site · data (.json) · write-up (.md)
India — the swing power: DPI template, semiconductor build, Russian oil, and the US critical-minerals tilt
~6 source links · read on site · data (.json) · write-up (.md)
~6 source links · read on site · data (.json) · write-up (.md)
Russia as energy, nuclear-fuel & Arctic chokepoint — shadow fleet, Rosatom/HALEU, and the Northern Sea Route
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
Taiwan & TSMC — the silicon shield: the master compute chokepoint the entire AI thesis rests on
~11 source links · read on site · data (.json) · write-up (.md)
~11 source links · read on site · data (.json) · write-up (.md)
Influence & identity (7)
Advertising coordination + content-moderation-via-infrastructure (collective action as censorship/liability lever)
~13 source links · read on site · data (.json) · write-up (.md)
~13 source links · read on site · data (.json) · write-up (.md)
Chinese tech cross-ownership in Western media/games/tech + CCP influence vectors
~14 source links · read on site · data (.json) · write-up (.md)
~14 source links · read on site · data (.json) · write-up (.md)
Congress as a funding/compromise surface — committees of jurisdiction, non-linear bill flow, and the documented money-and-leverage map (FEC / STOCK Act / LDA / Federal Register)
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
Congressional nexus - House Financial Services Committee, industry money, and foreign-influence VECTORS (graded)
~5 source links · data (.json) · write-up (.md)
~5 source links · data (.json) · write-up (.md)
The operator-network — the recurring people across AI, defense, crypto, digital-ID, and now the state (not one cabal)
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
Tony Blair Institute / Ellison(Oracle) -> UK digital-ID -> Oracle infrastructure: the AI-core <-> digital-ID bridge
~17 source links · read on site · data (.json) · write-up (.md)
~17 source links · read on site · data (.json) · write-up (.md)
Macro · banking · commodities · data integrity (24)
The datacenter water, siting & ratepayer chokepoints — and the orbital-datacenter escape
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
The AI power & grid bottleneck — transformers, turbines, interconnection, and the fuel behind it
~6 source links · read on site · data (.json) · write-up (.md)
~6 source links · read on site · data (.json) · write-up (.md)
Bank securities marks under zero-trust scrutiny - HTM 'held to par' is a self-reported solvency choice, not a market price
~8 source links · read on site · data (.json) · write-up (.md)
~8 source links · read on site · data (.json) · write-up (.md)
Yen (and developing EUR/CHF) reverse carry trade - the deleveraging trigger
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
Critical-minerals supply-response equities — the allied answer to the China rare-earth + antimony chokepoint (MP, PPTA, UAMY, Ucore, and the cohort)
~9 source links · read on site · data (.json) · write-up (.md)
~9 source links · read on site · data (.json) · write-up (.md)
Critical minerals / rare earths - the physical bottleneck under AI + defense, and the state-capitalism circularity
~11 source links · data (.json) · write-up (.md)
~11 source links · data (.json) · write-up (.md)
Cross-sectional analysis of the bond/credit, bank, and funding-graph cross-sections (data behind docs/charts.html#xsec)
~6 source links · read on site · data (.json) · write-up (.md)
~6 source links · read on site · data (.json) · write-up (.md)
The CRQC / quantum-advantage landscape - claims, the Q-Day clock, national programs, and the counter-migration
~15 source links · read on site · data (.json) · write-up (.md)
~15 source links · read on site · data (.json) · write-up (.md)
FDIC Aggregate US Banking Industry Time Series (all FDIC-insured institutions)
~79 source links · read on site · data (.json) · write-up (.md)
~79 source links · read on site · data (.json) · write-up (.md)
First Brands collapse + UBS/O'Connor: the off-balance-sheet private-credit canary
~11 source links · read on site · data (.json) · write-up (.md)
~11 source links · read on site · data (.json) · write-up (.md)
Futures vs physical across exchanges over time - where the paper price and the deliverable metal/barrel diverge (COMEX/CME, LBMA, LME, SHFE/SGE, DGCX)
~14 source links · read on site · data (.json) · write-up (.md)
~14 source links · read on site · data (.json) · write-up (.md)
Gig / contingent labor - the precarity buffer the jobs headline obscures, and how it distorts the labor statistics
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
Historical bubble analogues, post-2008 deregulation chain, and market-manipulation enforcement
~12 source links · read on site · data (.json) · write-up (.md)
~12 source links · read on site · data (.json) · write-up (.md)
Jobs, inflation, and the Fed vs the bond market - the dual-mandate test (data behind docs/charts.html)
~2 source links · read on site · data (.json) · write-up (.md)
~2 source links · read on site · data (.json) · write-up (.md)
Official US macro-statistics under zero-trust scrutiny - methodology bias, late revisions, collection degradation, politicization, and the fiscal incentive to mismeasure
~21 source links · read on site · data (.json) · write-up (.md)
~21 source links · read on site · data (.json) · write-up (.md)
Oil geopolitics + precious-metals backwardation (the physical-market stress signal)
~9 source links · data (.json) · write-up (.md)
~9 source links · data (.json) · write-up (.md)
Post-quantum cryptography (PQC) chips - SEALSQ/WISeKey vs incumbents; the stacked-narrative microcap pattern
~6 source links · data (.json) · write-up (.md)
~6 source links · data (.json) · write-up (.md)
Private credit under zero-trust - manager-marked NAVs ('mark-to-myth'), the AI-buildout's marginal lender, and the insurance/retail channel that absorbs the risk
~14 source links · read on site · data (.json) · write-up (.md)
~14 source links · read on site · data (.json) · write-up (.md)
Quantum-computing equities (IonQ + cohort) - the threat side of the quantum theme, and the narrative-beta split
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
ALNRI analysis - market rents (Apartment List / Zillow / BLS New-Tenant) vs official CPI shelter: the ~1-year lag in CPI's largest component
~13 source links · read on site · data (.json) · write-up (.md)
~13 source links · read on site · data (.json) · write-up (.md)
Stablecoin failures, algorithmic unwinds, reserve/collateral shenanigans (USD1, Tether), and market manipulation - the documented record
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
The stablecoin -> Treasury deficit rail - a legislated, captive buyer for the front-end debt as foreign demand retreats into gold
~16 source links · read on site · data (.json) · write-up (.md)
~16 source links · read on site · data (.json) · write-up (.md)
The US fiscal trap — interest now exceeds defense, and why it is the macro root of the control thesis
~5 source links · read on site · data (.json) · write-up (.md)
~5 source links · read on site · data (.json) · write-up (.md)
Regulatory · crypto · surveillance overlays (15)
Scam-compound complex, FARA reputation-laundering, and a paid-disinformation offer to an influencer (Prince Group/Huione/Kok An; Yim Leak; National Consulting Services; Mezink/Ryan Kelly)
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
Operation Chokepoint 2.0, regulation-by-enforcement asymmetry, and the crypto-bank failure nodes (FDIC/OCC/Fed/Treasury pause letters; FTX/Silvergate/Signature/SVB/Flagstar; SEC Corp Fin)
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
SPECULATIVE OVERLAY - crypto/SEC regulatory-capture + Epstein-finance threads
~10 source links · data (.json) · write-up (.md)
~10 source links · data (.json) · write-up (.md)
Disclosures & surveillance overlay - Twitter Files/jawboning, Snowden, the intel-community<->tech/crypto nexus, Epstein records, offshore leaks (evidence-graded)
~23 source links · read on site · data (.json) · write-up (.md)
~23 source links · read on site · data (.json) · write-up (.md)
International exchanges + Asian/Gulf-tech cluster - Mt. Gox, Binance (CZ pardon + USD1/MGX), SBI/Rakuten, Ant/Alibaba, Tencent/WeChat, ByteDance/TikTok
~27 source links · read on site · data (.json) · write-up (.md)
~27 source links · read on site · data (.json) · write-up (.md)
The insurance / Bermuda-reinsurance endpoint - where the self-marked private credit risk finally lands, and the offshore captive structure that hides it
~11 source links · read on site · data (.json) · write-up (.md)
~11 source links · read on site · data (.json) · write-up (.md)
SPECULATIVE OVERLAY (expanded) - super-connectors, the IC/VC pipeline, and the control-layer hypothesis
~9 source links · data (.json) · write-up (.md)
~9 source links · data (.json) · write-up (.md)
On-chain address tracking - threat actors, state actors, sanctioned entities, and government-seized wallets (OFAC SDN / FBI PSAs / Treasury / chain-forensics)
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
SEC filings, primary-source pass - the circular-funding thesis in the companies' OWN risk factors and financials (EDGAR)
~15 source links · read on site · data (.json) · write-up (.md)
~15 source links · read on site · data (.json) · write-up (.md)
SPECULATIVE OVERLAY II - SEC / SDNY / FDIC crypto regulatory-capture, FOIA disclosures, and the Ripple-timing question (evidence-graded)
~34 source links · read on site · data (.json) · write-up (.md)
~34 source links · read on site · data (.json) · write-up (.md)
The 2025-26 identity-theft supply-chain wave: Shai-Hulud npm worms, Team PCP (UNC6780), the Scattered LAPSUS$ Hunters extortion alliance, and the Nightmare-Eclipse grudge
~11 source links · read on site · data (.json) · write-up (.md)
~11 source links · read on site · data (.json) · write-up (.md)
Telecom + satellite/ground-station + TV-network layer - the connectivity rail that carries identity, payments, AI backhaul AND surveillance
~23 source links · read on site · data (.json) · write-up (.md)
~23 source links · read on site · data (.json) · write-up (.md)
Tornado Cash & Samourai Wallet - privacy-tool prosecutions, developer liability, the code-is-speech axis (evidence-graded)
~20 source links · read on site · data (.json) · write-up (.md)
~20 source links · read on site · data (.json) · write-up (.md)
The attribution layer: how UNC#### clusters graduate, and where North Korea's financially-motivated state hacking fits
~7 source links · read on site · data (.json) · write-up (.md)
~7 source links · read on site · data (.json) · write-up (.md)
On the timing of a violent unwind - what is CERTAIN, what is fundamentally UNCERTAIN, and what is OBSERVABLE
~0 source links · read on site · data (.json) · write-up (.md)
~0 source links · read on site · data (.json) · write-up (.md)
Thematic (7)
Altcoin lens - real-utility vs narrative-beta, mapped to threads
~0 source links · data (.json) · write-up (.md)
~0 source links · data (.json) · write-up (.md)
Blockchain leg - policy-capture loop + stablecoin deficit rail
~4 source links · data (.json) · write-up (.md)
~4 source links · data (.json) · write-up (.md)
Defense leg - primes + defense-tech x the rare-earth chokepoint
~13 source links · data (.json) · write-up (.md)
~13 source links · data (.json) · write-up (.md)
Energy/power leg - the AI+defense power bottleneck, nuclear/SMR PPAs, turbine wall, Russia enrichment chokepoint
~10 source links · data (.json) · write-up (.md)
~10 source links · data (.json) · write-up (.md)
SEC EDGAR primary-source figures for the AI-capex cluster
~21 source links · read on site · data (.json) · write-up (.md)
~21 source links · read on site · data (.json) · write-up (.md)
Temporal-web bridge facts (1998->2026) - sources for the meta-graph
~22 source links · data (.json) · write-up (.md)
~22 source links · data (.json) · write-up (.md)