- Top in Finance
- #55
- Paid leaderboard
- #521
- Subscribers
- 26K
- Paid subscribers
- 10+ paid
- Followers
- 62K
- Paid plan
- $199/mo
- Recommends
- 0
rounded by Substack
other newsletters
What they write about
Institutional cross-asset research on how capital moves between markets. Recurring subjects include hard assets and currency debasement, the Nasdaq and artificial-intelligence equities, Bitcoin, commodities such as fertilizer and the effect of Chinese export quotas, and space and defence stocks.
- cross-asset
- capital flows
- commodities
- bitcoin
- equities
- hard assets
Recent examples: US 10-Year Chart Book: Above 5%. How High Can Yields Go? · The Debasement Trade: What’s Actually Working
Written from 10x What Matters’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
26K on Sep 10, 2026 → 26K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #55 today · #62 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 11%
- Best rank seen
- #53
- Rank, 7 days
- +7 places
- Followers added
- −292
- Posts
- 5
- Reactions per post
- 38
- Reactions tracked
- 564
of 525 ranked finance newsletters
on Sep 12, 2026
since tracking began
last 30 days
average, recent posts
across 15 posts
Most-reacted post we have seen: Nasdaq at the Edge: Why September Consolidation Could Set Up the Real Trade — 58 reactions on Sep 2, 2026.
Recent posts
- US 10-Year Chart Book: Above 5%. How High Can Yields Go?
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. The 10-year Treasury yield has just moved into territory it hasn’t reached in this cycle. The question for every asset class, from bonds to equities to crypto, is whether this is a new regime or a move that has run too far. Our latest Chart Book works through 30 exhibits across the daily, weekly, and monthly timeframes. It shows which signals carry the…
- The Debasement Trade: What’s Actually Working
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. In the second part of “ The Debasement Trade: Debt, Demographics, and the Case for Hard Assets ,” we calculate the hurdle rate investors need to clear every year to stay ahead of debasement, and show which assets are, and aren’t, making it. Markets have fundamentally shifted since 2020, and the real surprise isn’t how debt growth has changed, it hasn’t…
- The First Fed Hike Is Never the Shock: What History Says About September's Fed Decision
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. The bond market is already pricing an 86% probability that the Fed hikes on September 16, off a CPI print so marginal it could have rounded the other way. That’s an aggressive bet for what looks, on the surface, like a single data point. But history tells a different story. So what actually happens to stocks, the dollar, gold, and Bitcoin in the weeks…
- The Debasement Trade: Debt, Demographics, and the Case for Hard Assets
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. Every major step-change in US debt-to-GDP over the past 50 years has been enabled by one thing, and it just quietly turned back on. At the same time, a demographic shift already locked in decades ago means the workforce funding this debt load will keep shrinking regardless of what policy does next. This isn’t a US-specific phenomenon; it’s playing out…
- Nasdaq at the Edge: Why September Consolidation Could Set Up the Real Trade
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. Nasdaq at the Edge: Why September Consolidation Could Set Up the Real Trade The Nasdaq is sitting on a key support level. Tech’s business model has quietly shifted, from cash-rich giants that shrugged off rate moves to companies now leaning on debt markets to fund their AI ambitions, and that shift is starting to show up in credit spreads. Layer in a…
- The Urea Round Trip: How China's Quota Pen Quietly Vetoed a Fertilizer Trade
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. The Urea Round Trip: How China’s Quota Pen Quietly Vetoed a Fertilizer Trade Iran’s war shut the Strait of Hormuz and briefly sent urea prices up 77%, and CF Industries, Nutrien, and the rest of the fertilizer complex looked like a textbook margin trade. Then China opened the export tap, and the whole setup unwound in weeks. Urea prices (LHS) vs…
- Bitcoin's Breakout Is Here — How We're Positioning
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. This piece originally ran in our 10x Market Updates publication. We’re republishing it here for What Matters subscribers who don’t have access to Market Updates. This is not the time for complacency; as we wrote two days ago, Bitcoin was ready to move. After months of Bitcoin trading within a tight range, we anticipated a decisive move in either…
- Space Stocks: Finding Entry Points After the SpaceX-Driven Correction
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. Space Stocks: Finding Entry Points After the SpaceX-Driven Correction Space stocks were a major theme in our 10x What Matters cross-asset research publication ahead of the SpaceX IPO. As the IPO roadshow gained traction and SpaceX’s valuation climbed, investors began buying these stocks as proxy exposure to the offering. Since then, however, both SpaceX…
- Space Stocks: Time to Look Up Again
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. SpaceX is quietly moving higher, but it’s not the only space-related company worth watching. In fact, based on our chart book, which covers 30 charts across space companies, some other names look even more promising. For more details on these stocks, please see our 19-page report (attached to this email report), “After Liftoff: The SpaceX IPO Landed…
- The Macro Trade We'd Rather Be In
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. The Macro Trade We’d Rather Be In Macro forces are being driven by inflation pressure from the Iran war and hawkish talk from FOMC members. Bond traders are selling the long end of the curve, but we think they may be focused on the wrong trade. Instead, we expect a different outcome, and with it, a different trade that macro investors should be putting…
- Five Reasons Behind the AI Rebound – Where is Nasdaq's Line in the Sand?
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. This week’s tech and AI rally isn’t just an earnings bounce; it’s a five-part story that ties together a Citadel hedge fund rescue, South Korea’s crackdown on leveraged ETFs, and an FOMC vote count that’s far more dovish than headlines suggest. We break down why only 3 of 9 voting members backed a hike, why that makes September far less “live” than…
- The Nasdaq Just Broke a Level the S&P 500 Hasn't Touched Yet
This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at [email protected] with any questions. The Nasdaq’s pullback is no longer just a pause; it’s an active breakdown. The index has already snapped below its 21-day moving average and violated the rising trendline that carried it from June’s lows, while momentum indicators across daily, weekly, and monthly timeframes are flashing the widest divergence we’ve seen in this chart book all year. The…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: 10x What Matters. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.