Sovereign debt map

We did an event where we were discussing about sovereign debt. Very interesting conversation where we ended with this map. We discussed about many things, and for just 1 hour we did a lot. Is the map wrong? I’m sure it is, they all are wrong, some are useful.

Private Credits and debt dependencies

Listening the this episode of Kapital’s podcast titled “Too big to bail” (it’s in Spanish), I took my time to draw some of the dependencies commented there. It’s interesting to see how capital flows move from one place to other. After 2008, the commercial banks saw how the regulation limited their ability to get loans … Read more

Why people is buying gold?

I have not an answer for that question, but when you look at the history and see things with perspective of time you can understand some reasons to do it. I build a map with my understanding of the scenario we have lived during last 250 years. We have had different monetary systems, where gold … Read more

Bitcoin Treasuries

A Bitcoin treasury company is a firm that holds a significant portion of its corporate reserves or balance sheet assets in Bitcoin. More specifically, the term often refers to publicly traded companies that: Who are the main clients of these companies? Institutional Investors, specially Funds and Asset Managers, why? Many large institutions, such as retirement … Read more

 Circle Internet Group

This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more

monetary expansion, without change of direction

M2 money supply refers to the total amount of money available in an economy, including cash, checking deposits, and easily convertible near money. As of April 2025, the M2 money supply in the United States was approximately $21.86 trillion. Using tradingview, I could see how a high level view of the change in this chart. … Read more

Beyond Budgeting

I have found this presentation really interesting: Some screenshots that I found interesting Solve the budget conflict: separate the purposes Managing cost, change of mindset is required Tools for cost Management

The Death and Birth of Technological Revolutions

This is a nice article about economic cycles that is good for reminding me how these cycles work: Many of the climatic patterns of Wardley Mapping come from the economic world, and here some of them are explained from a different perspective. Economy has cycles: Evolution has different stages