- Top in Finance
- #71
- Paid subscribers
- 10+ paid
- Followers
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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: Ready to Turn? Our view on Nasdaq, S&P 500, and Gold · One of the Few Bitcoin Decisions That Matter This Year
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 → 25K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #71 today · #63 a week ago · #60 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 14%
- Best rank seen
- #53
- Rank, 7 days
- −8 places
- Rank, 30 days
- −11 places
- Followers added
- −742
- Posts
- 3
- Reactions per post
- 31
- Reactions tracked
- 592
of 525 ranked finance newsletters
on Sep 12, 2026
since tracking began
last 30 days
average, recent posts
across 19 posts
Most-reacted post we have seen: Nasdaq at the Edge: Why September Consolidation Could Set Up the Real Trade — 59 reactions on Sep 2, 2026.
Recent posts
- Ready to Turn? Our view on Nasdaq, S&P 500, and Gold
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. Markets are under pressure from several directions. The AI trade is unwinding, the Fed has turned hawkish, oil is at $100, and the US midterms add another layer of uncertainty. Is this the time to cut risk or to start buying? It comes down to risk-reward. Below, we lay out the technical setups for the Nasdaq, the S&P 500, and gold, what we are watching…
- One of the Few Bitcoin Decisions That Matter This Year
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. Many Bitcoin investors swear by buy-and-hold, and it has paid off handsomely for anyone who bought a decade ago. But over the same period, another strategy has delivered better returns, and the gap has widened sharply over the last five years. It requires a slightly more active approach, but only three to four decisions a year. Today calls for one of…
- Five Months of Headlines, One Driver – Why Rates Kept the S&P 500 in Its Range
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 S&P 500 has spent the past five months in one of its tightest ranges in years, with a false breakdown in June and a false breakout in early October. There has been a lot of noise, but at the index level almost nothing has happened. Big headlines moved the market for a few days, but prices always fell back into the range. In this report, we look at…
- Breaking Out of the Range? A Six-ETF Global Equity Portfolio for Q4
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. Since early June 2026, US equities have largely traded sideways. Investors have had plenty of reasons to be cautious: uncertainty over the Fed’s hiking cycle, another leg higher in energy costs, the approaching US midterms, and rising bond yields in the US, Europe, and Japan, which prompted US Treasury intervention. The AI trade has also been repriced…
- 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…
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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: Nov 10, 2026.