SNEAK PEEK — Why the limits to AGI may lie in our own psychology. — Bessent's "Sovereign Wealth Fund" represents a reverse lend-lease arrangement focused on manufacturing. — The master builders are coming for the central banks. Hello everyone, Izzy here. Welcome to the great Blind Spot transition. Having spent much of the summer […]| The Blind Spot
SNEAK PEEK — The Lebanese disarmament of Hezbollah has begun — The classified Durham Annex was released, displaying the seeds from which sprouted the American censorship-industrial complex. — The United Kingdom manipulated Slovakian elections, according to a report by Declassified UK. Good morning, subscribers! Dario here. Let's dig right in. Hope you enjoy! As usual, send tips […]| The Blind Spot
The below is a repost of a story featured in the Blind Spot’s paywalled newsletter in June for the purpose of generating a free to share link. CAMDEM, London — A low-frequency thrum pulses beneath the overlapping shouts of some two hundred mostly-male voices packed into a club in once-trendy Camden — a corner of London […]| The Blind Spot
SNEAK PEEK — We take a closer look at the IBAN/Swift scandal threatening to take down the Vatican. — Why there's more to the EU-U.S. trade deal than meets the eye. — Introducing the latest twist in the Marsalek Wirecard affair: The curious case of the Men from U.N.C.L.E Greetings everyone, We appreciate it's […]| The Blind Spot
In a blog post this week, ECB official Jurgen Schaaf argued that widespread adoption of US dollar-denominated stablecoins in the euro area could erode the European Central Bank's monetary policy control, drawing parallels to historical dollarization trends in economies like Ecuador and El Salvador, where foreign currency use reduced local central bank influence. "Such dynamics […]| The Blind Spot
SNEAK PEEK — Developments in Ukraine and Europe suggest the Russo-Ukraine war, despite abundant signals pointing to the conflict's long-term continuation, may be on the verge of a pause. — A very Trumpian plan to end the Caucasus conflict is all but confirmed, pending Armenian approval. Good morning, subscribers!It was a pleasure to meet so many […]| The Blind Spot
SNEAK PEEK — The Armenia-Azerbaijan conflict may get defanged, but the consequent rumors of a de-Russified Caucasus may be jumping the gun. Hello, subscribers! Dario here. As you may have noticed, our newsletter from last week was sent again this Friday by accident, for which we blame our newsletter management service MailChimp, which gives us no […]| The Blind Spot
What-a-mistake to makeh! Dario has brought to my attention that this week’s edition of the Blind Spot accidentally failed to delete the Blind Spot’s equivalent of Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam… which currently populates our main […]| The Blind Spot
SNEAK PEEK — Why the Big Beautiful Bill has more in common with Poland's stabilization programs of the 1980s than Chinese industrial policy. — CBDCs are so yesterday! And even China is turning to stablecoins. — How Robinhood opened a can of worms regarding equity ownership. Happy Sunday! There's a lot going on […]| The Blind Spot
SNEAK PEEK — The long-awaited grand geopolitical bargain for peace is finally showing itself in public. But can it hold? — Spain's Pedro Sanchez throws a wrench in the NATO works. But is it real opposition or a domestic distraction? Hello, subscribers! Dario here. Finding myself juggling this newsletter and organizing our Berlin event means our […]| The Blind Spot
SNEAK PEEK — ECB's Christine Lagarde is not a fan of stablecoins, and thinks a light-touch capital control for the eurozone might be needed to prevent runs. — The importance of intraday liquidity in maintaining the health of the financial system finally gets its day in the sun, thanks to the BIS. — Worldline […]| The Blind Spot
This is an excerpt from The Blind Spot's deep dive into the Terra stablecoin debacle, currently available in full to premium subscribers.| The Blind Spot