When we talk about AI today, we should talk about energy. How much power do we use to train models, and how much to serve them every day? How this demand shifts the world energy balance? And can we design a cleaner path? These are not simple questions. But we can put numbers. And we can design better systems. I…
Category: Thoughts on Global Agenda
This section gathers short essays and analysis on the global agenda—especially the changing global economic and financial order, monetary and financial transformations, and technology-driven change. Recurring topics include the evolution of the monetary system since 1971, the role of the FED and central banks, systemic fragilities, and how shocks transmit across markets.
A second pillar is digital transformation: Bitcoin and crypto-market dynamics, Web3 and DeFi, and how new infrastructures may reshape money, credit, and power. I also write about the metaverse and the broader digital economy as part of a wider techno-economic shift.
The Last Fortress Falls: What the Bank of Japan’s Surrender Really Means
For fifty years, something has been quietly breaking. Nobody talked about it much. It was boring. It was technical. It was happening in Japan. But maybe this boring thing in Japan was actually the most important thing in the entire global financial system.
Silver Prices and Crises: When Limited Metal Meets Unlimited Money
Something strange happens with silver when the world gets into trouble. The price moves up before the crisis becomes official news. It is like silver knows something we don’t yet see. This is not a conspiracy theory. This is just looking at the data from the last fifty years. Silver moved up before the 1970s inflation disaster. It moved up…
The Shifting Sands of Dollar Dominance: What Markets Tell Us About the Future of Global Finance
2025 wasn’t just another year in global finance—it was a snapshot of a world in transition. While headlines focused on stock market swings and oil price spikes, something more fundamental was happening beneath the surface: the slow, steady erosion of the dollar’s decades-long grip on the global financial system. For investors and anyone watching the economic tea leaves, understanding this…
Towards Great Economic-Financial Collapse and Real Estate Sector in China and USA
In this article, I would like to talk about the indicators that became more evident on the way to perhaps the biggest economic and financial crisis in history. The world is heading towards a major economic collapse. This collapse will likely be well visible in 2023. The Federal Reserve is still printing money. While the balance sheet of the American…
The financial collapse that became evident with the withdrawal of Russia from world markets
Is it a coincidence that the global financial system is in trouble after Russia’s closure to world markets? Could the Russian weight weakening in the world markets with the Bolshevik Revolution in 1917 triggered the 1929 Great Depression? What about the shocking effect of Russia, which declared that it could not pay its debts after the 1997 Asian crisis, on…
Scarcity, Supply Crisis and State of Markets (Luna)
A great famine begins with the disruptions in the supply of inputs from agriculture to industry all over the world. This famine is a different famine. Namely, the shortage in the energy dimension with the crisis in Russia and Ukraine is heading towards a great disaster as China closes itself to the world again.
Is the Great Crash beginning? There are two backs of the knife situation for the FED
World markets are crashing right now. This is not a normal occurrence and not an ordinary fluctuation at all. Jerome Powell said at the last meeting that the monetary committee will evaluate the decision to increase interest rates in March. That is, after evaluating the inflation and unemployment rates, it will convene regarding this decision. In other words, this explanation…






