Archive

All of our previous posts

Macro

Jun 16, 2026

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11 min read

Copper: Record Prices, No New Mines

Why the copper deficit is structural, why nobody will build the supply to fix it, and the monetary forces underneath.

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Sound Money

Jun 12, 2026

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5 min read

The Country That Sold All Its Gold

Poland bought roughly 20 tonnes last quarter. Canada — the second-largest country on Earth, a top-five gold producer, home of the world's mining capital — owns none. A national case study in fiat-era thinking.

Cracked Capital

Resource Finance

A Royalty Paid in Gold: A Close Look at KVT

Jun 4, 2026

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9 min read

A Royalty Paid in Gold: A Close Look at KVT

Part 4 of 4: Gold in 2026 — You're Probably Holding It Wrong

Cracked Capital

Kinesis

Jun 2, 2026

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11 min read

What Kinesis Just Told Its Community — And What It Actually Means

Part 3 of 4: Gold in 2026 — You're Probably Holding It Wrong

Cracked Capital

Precious Metals

Elon's 300 GW Space Problem Has a Silver Lining — And He Doesn't Own Any of It

May 27, 2026

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8 min read

Elon's 300 GW Space Problem Has a Silver Lining — And He Doesn't Own Any of It

The most ambitious infrastructure project in history requires a metal already six years into structural shortage. Nobody in Silicon Valley is talking about it. We did the math.

Cracked Capital

Kinesis

May 24, 2026

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18 min read

Kinesis Money: A Deep Dive

Part 2 of 4: Gold in 2026 - You're Probably Holding It Wrong

Cracked Capital

Kinesis

May 24, 2026

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3 min read

How to Get Started with Kinesis Money: A Step-by-Step Walkthrough

Everything that happens from signup to your first Holder's Yield payment - so you know exactly what to expect.

Cracked Capital

Kinesis

May 24, 2026

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10 min read

Kinesis Money FAQ: The Reference Guide

A practical companion to the Kinesis series.

Cracked Capital

Macro

$42.22: America's $1.18 Trillion Accounting Fiction

May 22, 2026

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10 min read

$42.22: America's $1.18 Trillion Accounting Fiction

America's gold is still booked at $42.22 an ounce. When that changes, the dollar's relationship to its largest monetary asset will be rewritten.

Cracked Capital

Archive

Copper: Record Prices, No New Mines

The Country That Sold All Its Gold

A Royalty Paid in Gold: A Close Look at KVT

What Kinesis Just Told Its Community — And What It Actually Means

Elon's 300 GW Space Problem Has a Silver Lining — And He Doesn't Own Any of It

Kinesis Money: A Deep Dive

How to Get Started with Kinesis Money: A Step-by-Step Walkthrough

Kinesis Money FAQ: The Reference Guide

$42.22: America's $1.18 Trillion Accounting Fiction

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