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The Great Convergence
From Debt to Productivity: Navigating the Rules of a Localist World
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Guillermo Valencia
What Is Money or Value? From a Scoring System to Evolution.
The most misunderstood aspect of Darwin’s theory is the idea that survival hinges on competition. In reality, survival depends on connectivity.
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Guillermo Valencia
5
How to Invest in a Multipolar World: Understanding Geopolitics, Technology, and Bitcoin
Economic growth depends on two fundamental forces: geopolitics and technology. These forces work together like the electric field and the magnetic field…
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Guillermo Valencia
Syria and Ukraine: Two Fronts, One Global Ripple
These are not isolated geopolitical dramas—they are part of a broader narrative, one where economic vulnerabilities, energy dependencies, and emerging…
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Guillermo Valencia
Bitcoin and the Age of the Electricity Standard
Now, we are entering a new era where the backbone of the global economy is not gold or oil, but electricity.
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Guillermo Valencia
The Mar-a-Lago Accord: Redefining the Rules of International Trade
This isn’t just about imposing tariffs or leveraging the U.S. economy—it’s about using the Ultimatum Game to control the entire negotiation.
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Guillermo Valencia
2

November 2024

🌍 The Calm Before the Currency Storm
Emerging markets are flashing warning signs. Persistent weakness in currencies like the Russian ruble (USDRUB)and the Brazilian real (USDBRL) suggests a…
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Guillermo Valencia
Why the West Misses the Bigger Picture on China: The Robolution
While the West focuses on what’s leaving China, Asia is focused on what’s rising within it. And while Asia leads the Robolution, innovators like Elon…
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Guillermo Valencia
The Robot Generation: A New Workforce for a New Era
Where human demographics are faltering, robotic demographics are booming.The rise of the Robot Generation is an opportunity to rethink everything—from…
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Guillermo Valencia
Silicon’s Last Stand: The Rise of Quantum
The semiconductor industry, a cornerstone of innovation since the 1940s, has reached its peak.As Moore’s Law slows, the spotlight turns to the next…
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Guillermo Valencia
🌐 A New Paradigm: From Globalization to Localism 🌐
Winners: Nasdaq, Japan Equity. Losers: Euro, Russian Ruble, Brazilian Real, Colombian Peso.
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Guillermo Valencia
1
Bitcoin and Web 3.0: The Evolution of a New Financial Ecosystem
Arthur Schopenhauer once said, “All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as…
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Guillermo Valencia
1
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