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ChinArb

Three systems are tearing the old world apart: military-financial power, industrial metabolism, and the Silicon stack. I read the physics underneath the headlines. Atoms > Bits > Paper.

chinarbitrageur.substack.comSource feed ↗10 episodes

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Latest episodes

$2 Trillion: The Market Is Pricing a New Nation

The SpaceX IPO and the Coming of Age of System C

WAR III Has No Battlefield: The Supply-Chain War

the 21st century's wars are won on a ledger, not a battlefield

Hostile Symbiosis

The Prime Mover of 21st-Century International Relations

The $2.5 Billion Nvidia Smuggling Case: America Has Become Don Quixote

They seized $2.5 billion. China bought even more GPUs.

Who Is That Damned Cowboy?

Reading the 2028 Presidential Election

The Trembling Iron Throne

The Great Divide Battle of the 2026 Midterms

A Hardcore Reading of the MSS Report: The Old Order Is Dead, Comprehensive Stalemate Has Arrived

CICIR Publication of May 13: China's Top Leadership on the Structure of the World

Chokepoint Visa: The New Order of the Oceans

When Freedom of Navigation Yields to Whitelist Permission

The AI Trap: Washington Locked Itself Out—China Walked In

The Nth Structural Collusion: How Washington and Beijing Converged on a One-Way Market

Why John Steinbach’s $281 Electric Bill Is Fueling China’s AI

From Manassas to Guizhou: The Geography of Compute