I'm Chetan Dugar - founder of Xtin Capital and the writer behind Naked Market.

I build and write at the edge of where money is going. At Xtin Capital, I work on the infrastructure of the next financial system. Through Naked Market, I explain it in public clearly, before the crowd catches up.

The financial system is being rewritten by blockchain, AI, and macro shifts most people won't understand until it's too late. My writing connects the threads the news hands you as separate stories: stablecoins, CBDCs, tokenization, AI agents that hold their own money, de-dollarization, and the hidden incentives that actually move markets.

What I cover: macro finance, blockchain infrastructure, AI in finance, algorithmic trading, and the plumbing of money nobody bothers to explain.

It all points to one idea I keep coming back to - One Earth. One Currency.

If you want to understand where global finance is heading before it becomes obvious, you'll feel at home here.

Read Naked Market → chetandugar.substack.com