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American Monarchy
Wed, Jan 7, 2026
We are now fewer than 30 days from a pivotal shift in global security architecture. The New Strategic Arms Reduction Treaty (New START) – the last remaining bilateral nuclear leash between the US and Russia – expires on February 5, 2026.
In Venezuela, rhetoric has turned into hard numbers. President Donald Trump stated Venezuela would hand over 50 million barrels of sanctioned crude, explicitly noting the proceeds "will be controlled by me." This marks a shift from diplomacy to direct resource appropriation.
The acting Venezuelan government, under heavy US pressure, appears to have capitulated to the transfer as a condition of stability.
Meanwhile, the "buy Greenland" narrative has hardened into a security posture. US officials are reportedly keeping military options on the table to secure the territory. Denmark’s response has sharpened, warning that further pressure could end NATO at a moment when the alliance is already fragile.
Wall Street opens today obsessing over the digital realm, seemingly ignoring the submarines in the Atlantic.
Total investment in AI infrastructure will surpass $527 billion for the year.
And it starts with a perverted robot.
Elon Musk’s Grok has closed a $20 billion Series E funding round following reports of Grok being used to generate nonconsensual sexual abuse content at scale.
Tech fatigue is showing up in Asian markets (Nikkei pulled back overnight) and regulatory hammers are falling in the West.
While global GDP is forecast at 2.8%, this is propped up by AI infrastructure that creates no jobs. Labor markets remain unchanged. We are seeing a "stagnant jobs, stable prices" equilibrium that leaves the average voter behind.
In Washington, the midterm battlefield shifts into focus.
Republicans are defending a razor-thin House majority. Historical trends suggest a swing of around 12 seats away from the President's party.
The red team is banking on energy abundance to counter inflation.
The Oxford Analytica forecast notes the potential for "No Kings" protests to become a flashpoint, organized around concerns of executive overreach – fears stoked by the aggressive posture on Venezuela and Greenland.
Physical Sovereignty is being consolidated through old-world coercion, while Digital Sovereignty is being consolidated through massive capex spending. The administration seems intent on controlling both the barrel and the bit.
The markets are betting on stability (rate cuts to 3.25%, steady growth), while the geopolitical architecture is betting on volatility (treaty expiration, naval standoffs, territorial disputes).
History suggests they cannot both be right.
View all episodes
By The Hold ReportWed, Jan 7, 2026
We are now fewer than 30 days from a pivotal shift in global security architecture. The New Strategic Arms Reduction Treaty (New START) – the last remaining bilateral nuclear leash between the US and Russia – expires on February 5, 2026.
In Venezuela, rhetoric has turned into hard numbers. President Donald Trump stated Venezuela would hand over 50 million barrels of sanctioned crude, explicitly noting the proceeds "will be controlled by me." This marks a shift from diplomacy to direct resource appropriation.
The acting Venezuelan government, under heavy US pressure, appears to have capitulated to the transfer as a condition of stability.
Meanwhile, the "buy Greenland" narrative has hardened into a security posture. US officials are reportedly keeping military options on the table to secure the territory. Denmark’s response has sharpened, warning that further pressure could end NATO at a moment when the alliance is already fragile.
Wall Street opens today obsessing over the digital realm, seemingly ignoring the submarines in the Atlantic.
Total investment in AI infrastructure will surpass $527 billion for the year.
And it starts with a perverted robot.
Elon Musk’s Grok has closed a $20 billion Series E funding round following reports of Grok being used to generate nonconsensual sexual abuse content at scale.
Tech fatigue is showing up in Asian markets (Nikkei pulled back overnight) and regulatory hammers are falling in the West.
While global GDP is forecast at 2.8%, this is propped up by AI infrastructure that creates no jobs. Labor markets remain unchanged. We are seeing a "stagnant jobs, stable prices" equilibrium that leaves the average voter behind.
In Washington, the midterm battlefield shifts into focus.
Republicans are defending a razor-thin House majority. Historical trends suggest a swing of around 12 seats away from the President's party.
The red team is banking on energy abundance to counter inflation.
The Oxford Analytica forecast notes the potential for "No Kings" protests to become a flashpoint, organized around concerns of executive overreach – fears stoked by the aggressive posture on Venezuela and Greenland.
Physical Sovereignty is being consolidated through old-world coercion, while Digital Sovereignty is being consolidated through massive capex spending. The administration seems intent on controlling both the barrel and the bit.
The markets are betting on stability (rate cuts to 3.25%, steady growth), while the geopolitical architecture is betting on volatility (treaty expiration, naval standoffs, territorial disputes).
History suggests they cannot both be right.