Just shy of half a million by 25. I bled so you don’t have to.
Takes 60 seconds. No charge for 90 days.
Long-horizon allocation across seven asymmetric arenas.
Daily intelligence, weekly synthesis, bi-weekly deep dives.
24 months from establishing your FWC.
The defense and aerospace board is being rewritten around AI-integrated platforms — autonomous systems, sensor fusion, hypersonics. Procurement is moving faster than anything since the Reagan-era buildup, and the doctrinal shift is what makes it different. The systematic feed tracks the primes, the AI-defense pure-plays, and the program offices that decide which contracts move.
China refines roughly 90 percent of global rare-earth output — not mines, refines. The current cycle is a capacity cycle: domestic refining subsidized into existence, Australian partnerships deepened, the CHIPS Act and Greenland are pieces of the same chess sequence. The feed tracks ore body to magnet, the mine-to-magnet supply chain, and the export-control telemetry as it shifts.
The compute is built. The power is not — and the cleanest fit for 24/7 firm power at gigawatt scale is nuclear. The feed tracks Cameco and Kazatomprom production, the conversion and enrichment bottlenecks, the small-modular-reactor build-out, and the AI-driven baseload demand thesis that quietly rewrote the entire fuel cycle.
Bitcoin-first coverage. The framework — built on a position initiated at $3,000 in 2017 and compounded through disciplined dollar-cost averaging — distinguishes between the asset, the equity exposures, and the infrastructure layer underneath. Hash rate and miner economics, treasury company flows, sovereign and ETF accumulation curves, regulatory posture in jurisdictions that matter.
OPEC+ posture and the unstated agreements within it, U.S. shale capital discipline or the absence of it, refining cracks across the seasonal arc, LNG export buildout timing, the strategic petroleum reserve refill curve. The feed reads structural tops and noise spikes apart before the tape resolves them. Energy is where most retail analysis breaks; the intelligence picks up the slack.
Tanker day rates by class, dry-bulk cycles read through Capesize and Panamax fleet utilization, Red Sea and Strait of Hormuz transit risk pricing, the shadow-tonnage map nobody publishes openly. Shipping is the connective tissue of the wartime economy — when the transit lane shifts, every other thesis on this page reprices within hours. Subscribers are the first to know.
Foundry capacity at the leading edge, high-bandwidth memory supply, advanced packaging (CoWoS), hyperscaler capex flows, the export-control regime as it tightens quarter to quarter. This is the compute layer underneath every other thesis on this page. Without it, none of the rest happens — with it, the asymmetry is generational.
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INTELLIGENCE REPORTS / MONTH
One brief lands before the U.S. market open every trading day. Additional sector and macro work fills the remainder of the month.
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ACCREDITED SOURCES REFERENCED MONTHLY
All professional-tier. Several with elevated access in places that cannot be named.
24 months. Four tiers — $299 to $1,199. One transferable NFT.
Six unlock gates between enrollment and operator status. Each gate reveals on schedule.
Over 100,000 words synthesized from decades of operator-level work. The library expands every quarter you remain enrolled — your knowledge base compounds with the membership.
REQUEST ACCESSOver 20,000 words. 46 pages of documentation — and counting. The accumulation of a decade of conviction in Bitcoin, held since 2017.
Your operator credential. NFT mints to your wallet at cumulative cap (or Month 12, whichever first). ERC-721 on Base.
5,000 lifetime mint — hard cap, never increases.
Your tier price paid through the graduated ladder.
Wallet-held, transferable, lifetime access.
Pick the depth. Pay your tier price over time. Own a transferable seat for life.
$599$299 Founding 100
The apprenticeship. Standard curriculum + transferable NFT seat.
Founding 100: — of 40 remaining
$899$449 Founding 100
+ Elite Slack channel. + 75% API access. + 4× governance vote.
Founding 100: — of 30 remaining
$1,199$599 Founding 100
+ 30 min consulting. + Spartan Slack. + Full FWC + packaged API. + 10× governance.
Founding 100: — of 30 remaining
Invitation only
Founder-granted to inner-circle contributors and partners. Not publicly available.
Card on file. 90-day trial. Graduated billing thereafter — cumulative cap = your chosen tier's price.
| Tier | Day 91 charge | Plateau rate | 24-Month cap | Founding 100 cap |
|---|---|---|---|---|
| Hastati | $4 | ~$38 | $599 | $299 |
| Elite | $6 | ~$57 | $899 | $449 |
| Spartan | $8 | ~$76 | $1,199 | $599 |
| Council | Founder-granted (admin-set or $0) | |||
NFT mints at cumulative cap (or Month 12, whichever first). Token IDs assigned within tier's range in payment-completion order.
Takes 60 seconds. No charge for 90 days.
Limited to 5,000 members.