Hey hey sovereign wealth builders,
As many of you know, I usually host my live weekly show every Friday. Once again, there is no traditional live studio show today as I am still travelling. However, we have the premiere of my latest 47-minute sit-down interview recorded on 21 October 2026 for the CapitalCosm YouTube channel with host Danny, titled “They're Preparing To Collapse Europe (what's next is terrifying).
This episode provides a comprehensive breakdown of the major events that unfolded this week across Bitcoin, macro, energy, and geopolitics.
In this sit-down, Danny and I examine how the widening crack spread in refined diesel, rising cost of capital, and US national debt surpassing $40 trillion interact across the Financial, Military, and Technical Industrial Complexes (FIC, MIC & TIC). In my view, we are witnessing a deliberate reallocation of capital where central banking interventions and monetized market volatility shift wealth away from Main Street consumers and debt-burdened sovereigns toward asset managers and creditors in an accelerating K-shaped economy.
We also explore how artificial intelligence infrastructure, corporate consolidation, and energy shortages intersect with war escalations in Ukraine and the Middle East. In my estimation, these manufactured crises are being weaponized to justify increased NATO defense expenditure, fiscal austerity, and the beta-testing of a broader police and surveillance state across European nations. I believe understanding these structural mechanics is essential to moving yourself to the ownership layer, acquiring hard assets outside the legacy banking system, and preserving true financial sovereignty.
Weekly Updates:
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Macro & Banking: US national debt surges past $40 trillion as Treasury short-end roll-overs attempt to digest higher yields while the Financial Industrial Complex continues monetizing market volatility.
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Energy Crisis: Widening diesel crack spreads and strategic petroleum reserve depletion highlight structural supply friction, signaling potential demand destruction across Western economies.
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AI & Markets: Massive capital allocations into AI data centers and private credit continue unabated, driving extreme sentiment shifts alongside speculative tech integration.
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Geopolitics & Europe: Escalating conflict theaters in Ukraine and the Middle East accelerate NATO budget expansions, civil unrest, and the implementation of surveillance state technology across European countries.
Livestream:
Today at 6:00pm BST / 1:00pm EDT
Global Premiere Times:
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EDT: 1:00pm EDT
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BST: 6:00pm BST
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Europe: 7:00pm CEST
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Hong Kong: 1:00am HKT (Sat, 24 Oct)
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Australia: 4:00am AEDT (Sat, 24 Oct)
I encourage all readers of the newsletter to tune to capture the full thesis and participate in the live discussion. Set your reminders and join us in the chat box.
Stay sovereign, and I will see you on the livestream.
Peace.
Simon Dixon
Investor | Author | Financial & Geopolitical Analyst | Bitcoin OG
P.S. Follow my latest updates on Substack here.
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