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description=I explore hidden truths in markets and human behavior, from traditional finance to crypto, with relentless curiosity. I challenge my assumptions through diverse perspectives and stay humble, knowing markets always have more to teach than I ll ever master. Click to read Michael’s Publications, by Michael Nicoletos, a Substack publication with thousands of subscribers.;
author=Michael Nicoletos;

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michael s publications substack michael s publications subscribe sign in home archive about china a hidden reality sizing the losses hidden inside the chinese banking system jul 9 michael nicoletos 26 2 2 latest top discussions the speed of money stablecoins and ai agents are about to make money move faster than it has in decades handled well that speed could lift living standards more broadly jun 16 michael nicoletos 23 8 3 the body is warmer than the room on entropy attention and the gravitational pull toward the average may 19 michael nicoletos 34 8 4 the index trap why the ai revolution and structure of modern markets are about to make stock market picking matter again apr 29 michael nicoletos 12 4 2 stablecoins the new payment rails how blockchain backed digital money is reshaping the way value moves around the world apr 15 michael nicoletos 24 6 3 the ending you are looking for is not the ending you will be shown why the public terms of an iran ceasefire may tell us very little mar 26 michael nicoletos 46 6 6 don t let the old man in the limitation is rarely physical mar 3 michael nicoletos 44 6 3 what comes after the fear why the ai doom loop is less likely than you think and what the real transition actually looks like feb 26 michael nicoletos 20 2 1 see all michael s publications i explore hidden truths in markets and human behavior from traditional finance to crypto with relentless curiosity i challenge my assumptions through diverse perspectives and stay humble knowing markets always have more to teach than i ll ever master subscribe recommendations santiago capital santiago capital maverick equity research maverick equity research michael s publications subscribe about archive recommendations sitemap 2026 michael nicoletos privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts