vietnam
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The Modern Control System: Eurodollars, Sanctions, Tokenization, and the Enforcement Stack
Part Three centers the modern era: offshore dollars, eurodollars, sanctions as rail-denial, and the current pivot into stablecoins and institutional tokenization. It backfills Vietnam, 1971, and the petrodollar era only as the runway into today’s permissioned settlement system and the global “exit-building” response.
Published Feb 1, 2026
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From Pearl Harbor to Petrodollar: Surrender Calculus, Cold War Plumbing, and the Energy Enforcement Era
Part Two continues from Pearl Harbor to Japan’s surrender and beyond. It challenges the simplified “bombs ended the war” narrative by centering Japan’s surrender calculus under multi-pressure collapse and the decisive Soviet Manchuria shock, then tracks how that transition hardens into the Cold War, Vietnam, the post-1971 monetary pivot, and the energy-settlement enforcement patterns that run through the modern era into 2026.
Published Jan 22, 2026
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Trade Signal: Southeast Asia Deals, U.S.–China Talks, and the Week Ahead (Oct 26, 2025)
Geopolitics meets markets: new U.S. reciprocal trade deals in Southeast Asia, U.S.–China negotiations, a Fed preview, and what futures are signaling for the week of Oct 26, 2025.
Published Oct 26, 2025