Rahul Bhushan's On The Pulse

Rahul Bhushan's On The Pulse

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The Frenchman’s Ledger, Dire Straits in Iran, Circle Tops $240, Stablecoins Go Federal, The Dollar Becomes a Technology, A Man Draws His…
“Sound money is an instrument for freedom.” — Friedrich Hayek
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Rahul Bhushan
Building Closer to the Sun – The Essays #6
“The most entertaining outcome is the most likely.” – Elon Musk
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Rahul Bhushan
1
The Wiener Schnitzel Rally: GameStop Buys Bitcoin, Trade Court Tussles at Mar-a-Taco, JD Vance Heads to the Casino, Powell Ducks the…
“Optimism sounds like a sales pitch. Pessimism sounds like someone trying to help you.” — Morgan Housel
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Rahul Bhushan
1

May 2025

From Lamine Yamal to Jony Ive to Digital Dali: Big Beautiful Bills and the New Choreography of Growth – Letter #30
“Art is the elimination of the unnecessary.” — Pablo Picasso
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Rahul Bhushan
The Men Who Gambled in the Sand, Yanis Varoufakis, Tipping a $400M Jet, HODL $TRUMP, and Play Mahjong at Coachella – Letter #29
“The desert does not give up its secrets easily.” — Bedouin proverb
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Rahul Bhushan
Ed Sheeran, Fentanyl Diplomacy, AI Capex, Pope Trump, 200 Trade Deals and the Resurrection of Risk-On – Letter #28
“The obvious is obviously wrong.” — Howard Marks
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Rahul Bhushan

April 2025

Bitcoin in an Age of Entropy – The Essays #5
“Bitcoin is a hedge against bad governance.” – Unknown
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Rahul Bhushan
4
Vatican Diplomacy, Bitcoin Breaks Free, Trump’s Protection Racket, Xi’s Ghosting, and Bald Dolls Signal Recession – Letter #27
“He who wishes to be obeyed must know how to command.” — Niccolò Machiavelli
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Rahul Bhushan
Break Bad, Detonate the Economy, Blame the Narrator, Tap Bessent, and Watch the Rally Skip Leg Day – Letter #26
“No more half-measures.” — Mike Ehrmantraut
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Rahul Bhushan
2
Burn the Boats, Raise the Tariffs, Watch the VIX, Blame the Penguins, and Ride the Robot Horse – Letter #25
“If you want to take the island, then burn your boats.” — Tony Robbins
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Rahul Bhushan

March 2025

Paw Patrol, DOGE Casualties, Nvidia GTC, OpenAI Voice, xAI vs Hollywood, A $1.4 Trillion Bet, and Powell's Poker Face – Letter #24
"Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria." — Sir John Templeton
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Rahul Bhushan
1
Lewis Hamilton’s Ferrari Leap, German Cars, The Trump Put, The Battle for Panama, and Buying the Dip – Letter #23
“Winning is the most important. Everything is consequence of that.” – Ayrton Senna
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Rahul Bhushan
© 2025 Rahul Bhushan
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