What I write here.

Mawji.vc is how I back founders with capital and brainpower. These letters are how I read the world they build within: geopolitics, the financial markets, bitcoin, commodities, public and private companies, a lot about AI, and what is actually going on in Silicon Valley. All my writing that is more technical and more focused on technology (software, hardware and privacy) can be found at Capitalism Killed Software.

Everything is top down. The flow of capital and the asset holders move everything, so you have to watch everything they touch: bonds, equities, commodities, crypto, war, big energy deals, sanctions and political tension, trade wars, non-profit activity, startups, how the people controlling industry think and are influenced (I study them), and who they interface with (the summits, events, partnerships and allocation of capital). The full capture of the flow of money. You would be surprised how few people have a real say here and how much of it is a delusion led by the love of money and power.

If the Trumps are moving money through Zcash, I will let you know. If I find evidence the US Treasury is dumping oil to suppress pricing, I will let you know. If I have proof that ETFs are holding down bitcoin’s price the way paper has always held down gold, never really changing custody, just paper, I will show you the proof. I finally have time to share my obsession with the world.

Some of it is already on the record. Brent spiked to $118 when Hormuz closed and is back under $90 with the strait still choked. The government sold 172 million barrels from the strategic reserve this March, in its own words to lower energy prices, and the reserve sits at its lowest level since 1982 while physical crude trades $30 to $50 above the futures screen. The Treasury floated selling the front of the oil futures curve, the market fell on the report, and the secretary then denied intervening. An anonymous whale went 10x long Zcash hours before one of Trump’s executive orders. And on the biggest day in BlackRock’s bitcoin ETF, $10 billion of shares changed hands while the flows that actually move coins came to $175 million. Under 2 percent touched bitcoin. The rest was paper trading against coins that never left the vault. That is the kind of thing I watch.

Start with the money. Keynesian economics is a lie. Our money does not go as far anymore. No nickel hamburgers, grandpa. The dream they sold us was another. The rich are only getting richer, our taxes go to waste, and the federal debt crossed $40 trillion this month. Canada is almost $1.3 trillion in the hole, Britain nearly £3 trillion, the euro area €14.2 trillion. It is everywhere. Private debt is at roughly $2 trillion now, against about $500 billion a decade ago, and the regulators are already writing warning reports about it.

Dario Amodei says AI could wipe out half of entry-level white-collar jobs and push unemployment to 10 to 20 percent within five years. So who pays the taxes when AI replaces the jobs, Dario? I do not buy the doom and I do not trust the men selling it. The fear is a product, and the play it sells is regulatory capture.

The record backs that up. Sam Altman asked the Senate for a new agency to license AI models above a certain scale. Microsoft asked for the same. Yann LeCun, Meta’s own chief AI scientist at the time, said Altman, Hassabis and Amodei “are attempting to perform a regulatory capture of the AI industry.” A licensing wall is an FAA for AI models, and only the giants can climb it. That is how a bunch of psychopaths keep the real power of AI with the richest companies and individuals. Fear is the cheapest tool they have.

What happened to the care to bring up those who are impoverished, who live not knowing what lies beyond their village or country?

I truly believe technology was meant to connect the world and tear down barriers so everyone could participate. Steve Jobs called the computer a bicycle for our minds. He wanted technology married with the humanities, tools that make your heart sing. Instead we got Mark Zuckerberg and Evan Spiegel spending more than $95 billion between them on bullshit.

These are not victimless toys. Facebook ran an experiment on 689,003 people’s feeds without their awareness to see if it could move their emotions. It could. Its own researchers wrote “we make body image issues worse for 1 in 3 teen girls” on an internal slide two years before a whistleblower leaked it. The UN called Facebook “a useful instrument for those seeking to spread hate” in Myanmar. And Snap has never turned a profitable year in its life, $14.8 billion of accumulated deficit and counting.

Our priorities are backwards. Technology no longer serves us. We are the product, our data is their crack, and we are in a mass psychosis from algorithms that amplify garbage. Our feeds are filled with slop, like the ingredients in our food.

Facebook took your data and then built the industry that resells it, over and over, and nobody ever asked you. One of these brokers holds 3,000 data segments on nearly every American. Another one holds 700 billion data elements. The FTC says most people do not even know these companies exist, and that the platforms conduct vast surveillance and buy from the brokers too. On the resale market your attributes trade for fractions of a cent. Meta made about $227 off you in 2023, the last time it reported the number, and $87 billion from the US and Canada in 2025. Your data is worth nothing to you and everything to them.

Time to take the power back. I hope this inspires others to do the work, and the results will come. But stay true to yourself. Success does not mean selling your company to Facebook. It means challenging the status quo and doing things differently, with authenticity.

Sometimes a successful company runs for five or ten years and then the market changes. Or maybe it is a company you keep private or pass to your kids. Or perhaps you want to IPO, or stay private and keep the right shareholders, or keep full ownership to yourself and your cofounders.

Do not put a limit on what success can mean. Failure is just lessons along the way to your destiny. You will know when you are there when time and money start to mean less to you and you just do it because you love it and you see the impact. Failures just build character. Not many can get through a steel door of business success.

The last thing you should know about my writings is that you can always count on me to speak my mind and give my brutally honest opinion, as I work for nobody and I serve nobody except God and my family. Please do not mind my raw thoughts. I try to tie in as much research and structure as possible.