The Sovereignty Brief

By Bisher Khudeira

· Launched 3 months ago

Understanding Investment Cycles: The Good, The Bad and The Ugly

225 years of data. Six cycles. One pattern. The question is not what the theme is. The question is which asset survives the crash.
13 hrs ago • Bisher Khudeira

If You Don't Understand Where the Yield Is Coming From, You Are the Yield

The mechanics behind every investment scam ever run, the names behind the ones running right now, and the framework that stops you from becoming part of…
Jun 21 • Bisher Khudeira

Capitulation Complete: A New Cycle Begins

Where we sit on the curve, what the marginal holder does next, and why this is the most uncomfortable part
Jun 15 • Bisher Khudeira

Not Your Keys, Not Your Bitcoin

The axiom, the trap beneath it, and the bridge between two extremes
Jun 9 • Bisher Khudeira

The Paper Bitcoin Trap

Strategy, Saylor, and the Biggest IOU in Digital Asset History
Jun 2 • Bisher Khudeira

The Biggest Shift Since Electronic Trading

The Sovereignty Brief · Issue #014 · May 28th 2026
May 28 • Bisher Khudeira

The First Innings

A Data-Driven Map of Global Assets — and the Asymmetric Opportunity Hiding in Plain Sight
May 21 • Bisher Khudeira

125 Ways to Take What Is Yours

Australia's Tax Apparatus, the Global Comparison, and the Case for Monetary Exit
May 19 • Bisher Khudeira