The public research layer
of CipherBasis.
Long-form essays that start from a problem, establish the state before telling the story, and say what would prove them wrong. Substack carries the full articles. This page organizes them: the current flagship series, the writing it builds on, and the whole body of work by theme.
Selling Utopia: The Human Timeline Problem
Sovereignty Inversion
How far can the strongest corporations decouple from the sovereign path before sovereign dependence reasserts itself?
The series follows one mechanism through several layers. Each layer is a hypothesis, and each article establishes only what its evidence supports. Credit comes first.
The Winter Reaches France Through the Budget
The writing this series builds on.
These pieces were written independently, over the months before the series began. They are lineage, not chapters: the earlier ideas about sovereign funding, financial power and private money that the series now tests against evidence.
The Corporate Currency Singularity: When Amazon Becomes Your Central Bank
READ ON SUBSTACK →Browse by theme.
76 essays since February 2026. Every title opens the full article on Substack.
The same intelligence, other interfaces.
For advisors
Selected research is translated into an Advisor Brief in Advisor Desk: what changed, why it matters, what to watch, and what would change the view, with a link back to the full research.
HOW ADVISOR DESK WORKS →For problems of your own
The method is not limited to markets. CipherBasis starts from a hard problem or a domain expert and builds the intelligence, and the software, the problem requires.
PROBLEM-SPECIFIC INTELLIGENCE →How the research is made
State before story, the epistemological gates, and a human who decides what is published.
THE PRACTICE →