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10x What Matters

10x What Matters
The macro forces that will define the next decade - and how to position for them

10x What Matters covers the macro shifts most analysts miss - dollar debasement, real asset scarcity, the privatization of the (space) frontier, and the AI infrastructure race rewriting capital flows. One unified thesis.

Trusted by hedge funds, asset managers, and traders
managing $142 billion in assets.

Built for investors who act before consensus, not after headlines.

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A Taste of the Intelligence Inside

The Space Economy: Key Observations, Technical and Fundamental Cross-Checks

May 13, 2026

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8 min read

The Space Economy: Key Observations, Technical and Fundamental Cross-Checks

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Markets Stabilizing? Bitcoin Holds as Macro Risks Fade at the Margin

Mar 25, 2026

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5 min read

Markets Stabilizing? Bitcoin Holds as Macro Risks Fade at the Margin

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters

What premium subscribers are reading today

It's Not MicroStrategy. Bitcoin Is Crashing Because of Something Much Bigger — and the Downside May Surprise You

Jun 5, 2026

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4 min read

It's Not MicroStrategy. Bitcoin Is Crashing Because of Something Much Bigger — and the Downside May Surprise You

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Our 10x Research Space Basket +35% Since April. We map the Full Ecosystem.

May 27, 2026

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3 min read

Our 10x Research Space Basket +35% Since April. We map the Full Ecosystem.

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
SpaceX IPO Playbook: 7 Supply Chain Stocks Riding the IPO Wave

May 21, 2026

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6 min read

SpaceX IPO Playbook: 7 Supply Chain Stocks Riding the IPO Wave

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Bitcoin, SpaceX, Palantir: The Infrastructure War That Will Decide Your Future

May 20, 2026

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8 min read

Bitcoin, SpaceX, Palantir: The Infrastructure War That Will Decide Your Future

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Space Economy: Key Observations, Technical and Fundamental Cross-Checks

May 13, 2026

•

8 min read

The Space Economy: Key Observations, Technical and Fundamental Cross-Checks

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Follow the Checkbook: Nvidia's $150 Billion Tells You Exactly Where the AI Bottlenecks Are

May 8, 2026

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8 min read

Follow the Checkbook: Nvidia's $150 Billion Tells You Exactly Where the AI Bottlenecks Are

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Rally That Ran Out of Road: Why the S&P 500 May Be Topping Out Again

Apr 28, 2026

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5 min read

The Rally That Ran Out of Road: Why the S&P 500 May Be Topping Out Again

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Our SpaceX Pre-IPO Index Is Up +12% in Two Weeks-Here's How to Position Now

Apr 17, 2026

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6 min read

Our SpaceX Pre-IPO Index Is Up +12% in Two Weeks-Here's How to Position Now

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Probability Question(s) That Actually Matter(s)

Apr 10, 2026

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15 min read

The Probability Question(s) That Actually Matter(s)

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
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10x Market Update

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