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The Electric Revolution: Betting on Humanity's Brightest Future
Control the electricity, control the future.
 • 
Guillermo Valencia
1
The New Rules of Power: How Ultimatums Are Reshaping Global Trade
Lessons from the Mexican Peso, Trump’s 100% Tariffs, and the Fragility of Cooperation
 • 
Guillermo Valencia
The Song of Civilizations
For that is humanity’s greatest gift—not its machines or its systems, but its relentless curiosity.
 • 
Guillermo Valencia

January 2025

Game Theory in Semiconductors, AI, and Energy
Get ready for NVIDIA volatility. LONG: PLTR, TSM , CCJ. LLMs are quickly becoming a commodity. Where’s the edge? Ontologies!
 • 
Guillermo Valencia
The Keynes Protocol: AI Agents, Meme Coins, and Bubbles
Stories drive markets, and the winners are those who craft them.
 • 
Guillermo Valencia
1
The Illusionist: Trump's Token Noise vs. Energy’s Chessboard of Power
The launch of $TRUMP, has captured public fascination. But while the world focuses on this noise, the real game is unfolding on a far more significant…
 • 
Guillermo Valencia
1
Creative Destruction: The Reckoning of the Zombie Economy and the Rise of a New Model of Production
Creative destruction is not an end; it is a beginning. The global economy is being reshaped before our eyes. The only question that remains: Will you…
 • 
Guillermo Valencia
Notice: Fraudulent Use of MacroWise Identity
MacroWise has identified a fraudulent Telegram account improperly and fraudulently using the name and image of Guillermo Valencia, CEO of MacroWise.
 • 
Guillermo Valencia
Bonds in a New Cold War: Navigating the Intersection of Geopolitics and Markets
Government bonds, once the bedrock of safety, now teeter on uncertainty in a world upended by geopolitical chaos and economic upheaval.
 • 
Guillermo Valencia
The Illusion of Reality: Unmasking the Web of Networks That Shapes Our World
The reality we perceive is not what it seems. For centuries, we have believed it to be built upon solid pillars like space, time, matter, and energy…
 • 
Guillermo Valencia
Lessons from the Operating Systems Wars of the 1980s: Insights for the Blockchain Era
The blockchain wars, much like the operating system battles of the 1980s, will not crown a single winner.
 • 
Guillermo Valencia

December 2024

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