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January 23, 2026
Ray Dalio says American hegemony is ending. The BRICS are rising. The dollar is doomed.
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I wrote a six part article series proving why that's backwards. American power isn't declining. It's being rebuilt on silicon. And almost nobody sees it.
Part 1: Ray Dalio Is Wrong (FREE) | Jan 27
The decline thesis makes one fatal error: measuring the old architecture while the new one is being built.
My claim: The debt doesn't matter if you control the substrate.
Part 2: Compute Is the New Oil (Paid) | Jan 30
Every country that wants AI pays Nvidia. In dollars. That's not a market. That's a chokepoint.
My claim: Stargate isn't an investment. It's a monetary weapon.
Part 3: China's Dominance Is Fake (Paid) | Feb 3
DeepSeek, Huawei, SMIC - impressive headlines, hollow underneath. The "peer competitor" is brittle.
My claim: China's AI runs on smuggled chips and stolen weights.
Part 4: The Taiwan Myth (Paid) | Feb 6
The "silicon shield" isn't protecting Taiwan. It's already been moved. China can destroy TSMC. They can't capture it.
My claim: The kill switch makes invasion pointless.
Part 5: Trump Is Accidentally Brilliant (Paid) | Feb 10
Strategic Bitcoin Reserve. Stablecoins backed by Treasuries. He's extending dollar hegemony into digital rails without understanding why it works.
My claim: The GENIUS Act is the most important monetary legislation since Bretton Woods.
Part 6: The AI Wrapper Massacre (Paid) | Feb 13
Thousands of AI startups will die. The value consolidates into American infrastructure. The dollar wins either way.
My claim: Builder.ai raised at $1.2 billion. Now bankrupt. This is the pattern.
Series starts January 27.
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Notes
This is a preview for my 6-part series on the "AI Dollar" thesis - the argument that American hegemony is being rebuilt on silicon, not declining as conventional wisdom suggests.
