💵 The AI Dollar: A 6-Part Series

This post is public. Share it with anyone who should see this.January 23, 2026Ray Dalio says American hegemony is ending. The BRICS are rising. The dollar is doomed.Get analysis like this delivered to your inbox.I wrote a six part article series proving why that's backwards. American power isn't declining. It's being rebuilt on silicon. And almost nobody sees it.Part 1: Ray Dalio Is Wrong (FREE) | Jan 27The decline thesis makes one fatal error: measuring the old architecture while the new one is being built.My claim: The debt doesn't matter if you control the substrate.Part 2: Compute Is the New Oil (Paid) | Jan 30Every country that wants AI pays Nvidia. In dollars. That's not a market. That's a chokepoint.My claim: Stargate isn't an investment. It's a monetary weapon.Part 3: China's Dominance Is Fake (Paid) | Feb 3DeepSeek, Huawei, SMIC - impressive headlines, hollow underneath. The "peer competitor" is brittle.My claim: China's AI runs on smuggled chips and stolen weights.Part 4: The Taiwan Myth (Paid) | Feb 6The "silicon shield" isn't protecting Taiwan. It's already been moved. China can destroy TSMC. They can't capture it.My claim: The kill switch makes invasion pointless.Part 5: Trump Is Accidentally Brilliant (Paid) | Feb 10Strategic Bitcoin Reserve. Stablecoins backed by Treasuries. He's extending dollar hegemony into digital rails without understanding why it works.My claim: The GENIUS Act is the most important monetary legislation since Bretton Woods.Part 6: The AI Wrapper Massacre (Paid) | Feb 13Thousands of AI startups will die. The value consolidates into American infrastructure. The dollar wins either way.My claim: Builder.ai raised at $1.2 billion. Now bankrupt. This is the pattern.Series starts January 27.Subscribe now so you don't miss Parts 2-6.NotesThis is a preview for my 6-part series on the "AI Dollar" thesis - the argument that American hegemony is being rebuilt on silicon, not declining as conventional wisdom suggests. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tatsuikeda.substack.com/subscribe