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crypto volatility during war

If the United States Attacks Iran, the War Will Not Stay Contained

A US strike on Iran would trigger layered military, economic, and political consequences far beyond the battlefield Whenever geopolitical tensions rise, cryptocurrency is once again described as a refuge. A borderless asset. A hedge against state conflict. A system that exists outside war, sanctions, and sovereign control. This narrative resurfaces precisely because it feels intuitive. […]

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US attacks Iran

If the United States Attacks Iran, the War Will Not Stay Contained

A US strike on Iran would trigger layered military, economic, and political consequences far beyond the battlefield The idea of a US attack on Iran is often discussed as if it were a discrete event. A set of airstrikes. A clear objective. A limited timeline. In this framing, American military superiority ensures control, escalation is

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India EU free trade agreement

The India-EU Trade Deal Is No Longer About Trade

The agreement is becoming a test of system alignment in a fragmenting global economy For years, the India EU free trade agreement has been treated as unfinished business. Two large economies, long negotiations, recurring optimism, and familiar roadblocks. When momentum resurfaces, it is usually framed as pragmatism finally prevailing. India needs export markets. Europe needs

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Trump foreign policy

America Is Still Powerful. Its Commitments Are No Longer Assumed

Under Trump, the United States is not withdrawing from the world. It is making reliability conditional, and the system is adjusting The easy story is familiar. The return of Donald Trump marks a descent into chaos. Norms are discarded. Allies are alienated. Rivals are emboldened. The United States, the argument goes, is once again disrupting

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speed economy

Why Speed, Not Price, Now Organises Urban Commerce

A hidden race on fulfilment time is reshaping how cities, platforms, and supply chains quietly compete The public story around ultra-fast delivery still sounds like a fad. Ten-minute groceries, instant medicines, same-hour electronics. Most commentary frames it as a venture-funded stunt, a land grab driven by cash burn and marketing noise. In this version of

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global enforcement gap

The World’s Power Still Works. Its Rules No Longer Do

As enforcement weakens, states adapt faster than alliances, quietly reshaping how the global order actually holds The dominant geopolitical story remains deceptively simple. A dangerous world has returned. Big powers are clashing again. Old conflicts have reawakened. Alliances are being tested. From Ukraine to the Red Sea, from Taiwan to Gaza, instability appears to be

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Japanese megabanks investing in India

Why Japanese Megabanks See India as a Balance Sheet Hedge, Not a Growth Bet

Capital flows from Tokyo to Mumbai reveal stress inside Japan’s financial system as much as confidence in India’s future The prevailing explanation is neat and reassuring. Japanese megabanks investing in India are chasing growth. Japan is ageing, India is young. Credit demand at home is stagnant, while India’s financial system is expanding. Capital, therefore, flows

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AI paradox

Artificial Intelligence Is Scaling Control Faster Than Capability

The real tension in AI is not intelligence versus labour, but optimisation versus agency The prevailing story of artificial intelligence is comfortingly linear. Machines grow smarter. Productivity rises. Humans shift to higher-order work. Societies adapt, as they always have, after moments of disruption. The arc points forward, even if the transition feels rough. This narrative

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H-1B visa regime

The H-1B System Is No Longer a Pipeline. It Is a Pressure Test

A once predictable visa regime is now revealing how political volatility rewires talent, firms, and state power For over three decades, the H-1B visa regime has been understood as a technocratic instrument. It was designed to allow American firms to access specialised global talent while maintaining formal control through quotas, compliance, and employer sponsorship. Disagreements

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