The Bitcoin Capitalist is now closed.
Stay tuned for The Sovereign Capitalist relaunch.
WHAT’S CHANGING
A bigger map for a faster timeline.
The thesis that built The Bitcoin Capitalist still holds — we’re just widening the aperture. Here’s what the relaunch brings.
SCOPE
Beyond Bitcoin
From a hard-money thesis to the full post-singularity landscape — AI, energy, compute, and sovereignty as investable, defensible positions.
FRAMEWORK
The Great Bifurcation
A working model for the widening divide ahead — which side you land on, and how to position your capital and your life now.
SURFACE
An operating system, not a feed
A live dashboard, real-time signals, tactical playbooks, and a continuously-updated doctrine. Built to act on — not just read.
IN THE MEANTIME
Read the latest public analysis.
Open models and write-ups — free to read, no login required.
Jul 9, 2026
Deflationary Money Hits Different: Losing Half Its Price and Winning Anyway
Written by Bryan Lutz, Contributor at The Sovereign Capitalist: The FUD is back, baby. Bitcoin is down nearly half from its 2025 high. An…
Jul 8, 2026
When do we pull the pin on Strategy (MSTR)?
Strategy is one of the higher weights in the Bitcoin Capitalist portfolio at 15% – now that we’re transitioning over to The S…
Jun 27, 2026
Was Jeremy Grantham Right or Wrong?
Grantham built a career calling bubbles. In a recent appearance on Diary of a CEO, he cautioned about Amazon’s 92% drop during the …