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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

Space Stocks: Time to Look Up Again

Aug 12, 2026

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2 min read

Space Stocks: Time to Look Up Again

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Macro Trade We'd Rather Be In

Aug 5, 2026

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2 min read

The Macro Trade We'd Rather Be In

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
Five Reasons Behind the AI Rebound – Where is Nasdaq's Line in the Sand?

Jul 31, 2026

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4 min read

Five Reasons Behind the AI Rebound – Where is Nasdaq's Line in the Sand?

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Nasdaq Just Broke a Level the S&P 500 Hasn't Touched Yet

Jul 27, 2026

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4 min read

The Nasdaq Just Broke a Level the S&P 500 Hasn't Touched Yet

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The Technicals Are Flashing a Warning the S&P 500 Hasn't Priced In Yet

Jul 27, 2026

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5 min read

The Technicals Are Flashing a Warning the S&P 500 Hasn't Priced In Yet

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The AI Correction Isn't Over: Open-Weight Models, Margin Compression, and Where Value Migrates Next

Jul 20, 2026

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4 min read

The AI Correction Isn't Over: Open-Weight Models, Margin Compression, and Where Value Migrates Next

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
This Week's Targets: 6 Charts On Our Radar

Jul 12, 2026

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3 min read

This Week's Targets: 6 Charts On Our Radar

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
While Stocks Wobble, a Forgotten Macro Trade Is Bottoming

Jul 8, 2026

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6 min read

While Stocks Wobble, a Forgotten Macro Trade Is Bottoming

Institutional Cross-Asset Market Intelligence

10x What Matters
10x What Matters
The AI Infrastructure Trade Stalls: 8 Reasons Behind a Five-Week Correction

Jul 6, 2026

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9 min read

The AI Infrastructure Trade Stalls: 8 Reasons Behind a Five-Week Correction

Institutional Cross-Asset Market Intelligence

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

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