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.
Sep 11, 2026
From Bitcoin Treasury Company to Bitcoin HoldCo
The Bitcoin treasury company arrived as a public-markets vehicle before the ETFs did, and the working assumption at the time was that the…
Aug 1, 2026
All Coldcards At Risk
Mk4 and Q are now also considered at risk if you relied on device-generated entropy. If you have not read the earlier Coldcard alert, sta…
Aug 1, 2026
Coinkite Coldcard Security Advisory
Mk2, Mk3 versions confirmed affected. If you are using a Coldcard by Coinkite, read the official advisory before taking action and do not…