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June 2025

The Market Isn't Efficient, It's a Collective Intelligence Ecosystem
A vast network of agents—some vying for dominance, others pooling wisdom, a few sparking breakthroughs, and many echoing the crowd.
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Guillermo Valencia
1
ISRAEL Vs IRAN: Technology Reshapes Deterrence, Elevating Non-Nuclear Threats in Cold War 2.0
Non-nuclear threats—AI, cyber, precision strikes—now rival nuclear deterrence, reshaping global power.
 • 
Guillermo Valencia
From Fire to Fusion: Energy, AI, and Quantum Progress
In a world trapped by scarcity narratives we need a new philosophical framework that reflects what humans and nature actually do: continuously transform…
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Guillermo Valencia
3
The Outliers That Outlast the Hype: Amazon, Palantir, and the Future We Miss
Amazon’s 282x gain took 28 years. Palantir’s next leap—its Winner Takes All phase (2027–2030)—is still brewing. Bubbles burst because they’re hollow…
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Guillermo Valencia
3
Trump vs. Musk: The Spectacle Hides, the Future Reveals
There’s an unwritten rule in history: when two giants clash, the crowd cheers… and gets distracted.
 • 
Guillermo Valencia
6
Stellar Trades: The Hidden and the Ultimate Why
This isn’t just about trades. It’s about unearthing hidden patterns, regime shifts shaping markets for decades.
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Guillermo Valencia
Power Law of the Sea and Space: The Phoenicians, Elon Musk, and the Hidden Drivers of Progress
If economic growth is GDP per capita, and robots like Optimus remove the limits on “capita,” the potential is limitless.
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Guillermo Valencia
9

May 2025

The Evolution of Wealth: From Imitation to Serendipity
As we slide from imitation to serendipity, from empires to digital tribes, we’re not just tweaking how we handle cash. We’re redefining what it means to…
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Guillermo Valencia
4
Robolution: Japan’s Answer to Demographic Decline and Economic Revival
At the heart of Japan’s resurgence is a “Robolution”—a boom in industrial robots—alongside leadership in energy efficiency (including pioneering modular…
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Guillermo Valencia
2
The Great Energy Bet: Will Disruption Strike by 2030?
Whether a new technology will disrupt the energy sector by 2030—claiming 10%+ of how we produce, store, or distribute power. Or if gas and coal will…
 • 
Guillermo Valencia
The Silent Siege: CyberArk’s Triumph in a Digital Cold War
This isn’t about stealing secrets anymore; it’s about breaking things that keep society running. Power grids, water treatment plants, semiconductor…
 • 
Guillermo Valencia
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