10 Ways to Think About China

China is optimised for survival, not efficiency

11 hrs ago • Nicolas Colin

7

10 Ways to Think About America

The systems that built America’s success now trap it in dysfunction

Dec 7 • Nicolas Colin

10

November 2025

Barrels to Bytes

AI infrastructure and stablecoins are creating a modern petrodollar system

Published on Currency of Power • Nov 30

Can the West Avoid Fiscal Armageddon?

The West must confront structural debt, political dysfunction, and economic constraints

Nov 24 • Nicolas Colin

6

Allied Scale and the Future of the West

The West can only realise its potential if the US and Europe convert mass into coordinated scale

Nov 16 • Nicolas Colin

10

Deep Tech Rising

Smart capital is shifting from software to frontier technologies with urgent buyers

Nov 9 • Nicolas Colin

18

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"It’s Easier to Be Born Global than to Become Global": An Interview with Martin Mignot

European founders must choose their American expansion archetype wisely

Nov 2 • Nicolas Colin

5

53:21

October 2025

Europe’s Missing Links

Collaboration and strategy will determine whether Europe builds systems or stalls in niches

Oct 26 • Nicolas Colin

6

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Late-Cycle Investment Theory: Q3 2025 in 10 Snapshots

From GPU traders to keiretsu partnerships, ten signals that we're living through the 1970s of tech

Oct 19 • Nicolas Colin

5

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Capitalism in the AI-Powered Economy

Market structure and institutions will determine whether surplus flows to capitalists, consumers, or workers

Oct 13 • Nicolas Colin

5

AI, Productivity, and Prosperity

Economic gains from AI depend on who captures and reinvests them

Oct 5 • Nicolas Colin

15

September 2025

Europe's New Industrial Challenge

Europe cannot match China's scale—but it doesn't need to

Sep 28 • Nicolas Colin

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