TheNomadicGoat
The Nomadic Goat

"Aut inveniam viam aut faciam"
Enthusiast on Economy, Markets, Investments and #Bitcoin
@TNG

@thenomadicgoat on Twitter

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Last Notes

2026-08-31 13:36:09 CEST

Today, The Money Never Left the Building.
OpenAI and Anthropic just absorbed 43 percent of global venture capital. The next wave of entrepreneurs isn’t waiting for the rest.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-money-never-left-the-building

2026-08-31 13:31:57 CEST

Today, for Sunday's Editorial, Conviction Wasn’t the Strategy
Forty three companies borrowed Michael Saylor’s playbook and skipped the one chapter that mattered.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/conviction-wasnt-the-strategy

2026-08-29 13:44:21 CEST

Today, Brussels Discovers Industrial Policy
For thirty years Europe preached free markets. Now it is writing state industrial policy to survive the one it built.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/brussels-discovers-industrial-policy

2026-08-28 15:33:41 CEST

Today, One Chip, One Customer, One Bubble
What Nvidia’s record quarter actually reveals about the market you think you own.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/one-chip-one-customer-one-bubble

2026-08-27 14:21:54 CEST

Today, the Loop That Builds Its Own Demand
Inside the circular billions propping up the AI buildout, and the bill nobody’s pricing in.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-loop-that-builds-its-own-demand

2026-08-26 12:38:25 CEST

Today, the Debasement Trade Is the Whole Trade.
When gold and Bitcoin move together, the market isn’t hedging inflation. It’s discounting the currency itself.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-debasement-trade-is-the-whole

2026-08-25 12:55:15 CEST

Today, The Permission Rally
Bitcoin just hit $80,000 on the back of the very institutions it was built to bypass.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-permission-rally

2026-08-24 12:50:41 CEST

Today, America Is Firing the Employer
One in three U.S. adults now plan to start a business this year. That isn’t hustle culture, it’s a vote of no confidence in the job itself.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/america-is-firing-the-employer

2026-08-23 15:41:50 CEST

Today, The Bitcoin Rally Is Real. The Trojan Horse Is the Clarity.
Wall Street didn’t learn to love decentralization. It learned to custody it.
Read it all at my Substack.
https://thenomadicgoat.substack.com/p/the-bitcoin-rally-is-real-the-trojan

2026-08-17 15:48:26 CEST

Today, Genius is easy to fake with someone else’s money.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/a-45-billion-fund-learned-what-4x

2026-08-16 20:47:34 CEST

Today, The Southeast Asia That Doesn’t Exist.
Indonesia is stalling, Vietnam is straining, and the Philippines is fighting a war on three fronts. Treating the region as one story is where portfolios go to die.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-southeast-asia-that-doesnt-exist

2026-08-11 14:14:53 CEST

Today, Brazil just legalized the twenty-four hours between you and your own money.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-custody-tax

2026-07-19 15:56:00 CEST

Today, Oil Doesn't Care About Your Soft Landing.
The Fed keeps changing its playbook mid flight. Oil never waits for the memo.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/oil-doesnt-care-about-your-soft-landing

2026-06-11 13:06:45 CEST

The Machine Is Working. The Economy Isn’t.
AI is making corporations richer. Inflation just hit a three-year high. Both things are true.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-machine-is-working-the-economy

2026-06-07 12:40:05 CEST

Today, for this week's Sunday Editorial, the New Religion Is a $1.77 Trillion Rocket Ship.
SpaceX’s record IPO reveals what markets actually worship when they run out of stories.
Read the full article at my Substack, for free.
https://open.substack.com/pub/thenomadicgoat/p/the-new-religion-is-a-177-trillion

2026-05-29 14:42:04 CEST

Today, we see that the World Is Being Rewired.
Not through declarations or summits. Through price cuts, new shipping routes, and diplomatic visits nobody noticed.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-world-is-being-rewired

2026-05-28 16:35:23 CEST

Today, we look at the ETF Trojan Horse.
We invited Wall Street inside the gates. Now it controls the drawbridge.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-etf-trojan-horse

2026-05-27 13:11:54 CEST

Today, we see that China Didn’t Lose the Trade War. It Found New Customers.
The Q1 2026 trade data tells a story Washington is still refusing to read.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/china-didnt-lose-the-trade-war-it

2026-05-25 15:09:58 CEST

Today, Ethereum Is Having an Identity Crisis in Slow Motion.
Eight resignations. No explanation. One very important question.
Eight researchers have walked out of the Ethereum Foundation in 2026. Five of them left in May alone.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/ethereum-is-having-an-identity-crisis

2026-05-24 15:54:40 CEST

Today, for this week's Sunday Editorial, The One-Person Unicorn Is Not a Victory Lap
What happens to wealth when a company no longer needs people.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/the-one-person-unicorn-is-not-a-victory

2026-05-21 15:56:02 CEST

Today, we see that SpaceX Goes Public. Bitcoin Goes Mainstream.
The most anticipated IPO in history just disclosed a $1.45 billion Bitcoin position. That detail changes the playbook for every CFO on Earth.
Read the article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/spacex-goes-public-bitcoin-goes-mainstream

2026-05-19 13:32:29 CEST

Today, Japan Just Got Lapped by India. And Most People Missed It.
The Asian economic order reshuffled in 2026. Markets are still looking at the old map.
Read the full article at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/japan-just-got-lapped-by-india-and

2026-05-16 13:45:37 CEST

Today, You Asked for Clarity. Read the Fine Print.
The CLARITY Act gives crypto its regulatory framework. It also hands Wall Street the keys.
Read it all at my Substack.
https://open.substack.com/pub/thenomadicgoat/p/you-asked-for-clarity-read-the-fine

2025-08-27 12:04:14 CEST

Today, is booze having its big tobacco moment?
Check it out in my Substack.
https://open.substack.com/pub/thenomadicgoat/p/americas-last-call