by Richard Sinclair | Jul 1, 2026 | Liquidity and Utility
Part 3 of a 3 Part Research Series The Difference Between A Technology Failure And A Capital Cycle Failure In the first two articles of this series, I argued that the most important risk facing the artificial intelligence sector may have very little to do with the...
by Richard Sinclair | Jul 1, 2026 | Liquidity and Utility
Part 2 of a 3 Part Research Series What If Artificial Intelligence Works, But The Economics Don’t? In the first article of this series, I explored what I believe is the most underappreciated risk facing the artificial intelligence industry. The debate...
by Richard Sinclair | Jun 30, 2026 | Settlement and Verifiability
Part 1 of a 3 Part Research Series Why The Most Important Question In Artificial Intelligence Has Nothing To Do With Intelligence The debate surrounding artificial intelligence has become strangely one-dimensional. Every week seems to bring another announcement of a...
by Richard Sinclair | Jan 28, 2026 | Sovereignty and Control
Why Elections Change the Path — Not the Outcome 1. Introduction: Why Politics Feels Decisive — and Why It Isn’t Bitcoin is increasingly discussed through a partisan lens. Commentators frame it as either protected by Republicans or threatened by Democrats. This...
by Richard Sinclair | Jan 26, 2026 | Settlement and Verifiability
Settlement, Sanctions, and Monetary Power in a Fragmenting World Sinclair Summary Bitcoin and gold are frequently grouped together as non-sovereign hedges against inflation, debasement, or geopolitical risk. This comparison is misleading. While both assets exist...
