Cycles turn. Players play.
Here we try to understand both.
Macro, geopolitics, markets, narratives — unified through the hegemonic cycle lens. One person, one analytical lens.
The US is in the late phase of its hegemonic cycle. Debt, military overextension, dollar weaponization — a systemic sequence traceable across centuries. China is building an alternative system. The world is restructuring now.
Every article connects macroeconomics, geopolitics, markets, psychology, and narratives — so that events stop looking random and start looking logical.
Start here.
The content is complex — these four articles form the lens through which everything else is read.
244-Cycle System
Six major economic cycles — from 3-year Kitchin short-term pulses to 500-year hegemonic waves — operate simultaneously and intersect.
All articles, market analyses and geopolitical assessments on unwind.wtf are read through this lens. This is not a theory — it is a map.
Read about cycles →Naujausi straipsniai
The Last Dance Floor
Hello everyone, I said July would be good, and the longer I watch the markets, the more clearly I see that this is not summer...
The Summer of ’26, the Last Shot, and What Comes Next
Until now my base map was simple: the top of the crypto cycle arrives in summer. July. Together with the SpaceX IPO, one last ignition...
Three Scenarios for How Cycles Get Pushed
Druckenmiller has one of the best lines about markets. It does not matter whether you are right or wrong. What matters is how much you...
The Machine Is Assembled. June 8, the First Switch
Here I am. Here is what I think. I know how it sounds. This article is an attempt to gather, in one place, the theses...
Hegemonic Cycle 101: why everything you see is connected
One model that explains wars, market crashes, currency wars, and trade blockades — all at once. The hegemonic cycle, and why everything you see in...