Vermilion China

5Y Capital invests Chinese state capital into American Biotech

Get John on the phone

Aug 18 • Vermilion China

5

2

Beijing's Backdoor into American Strategic Industries

Enough is enough

Aug 4 • Vermilion China

12

8

July 2026

A SenseTime Team Is Buying America's Frontier Tech

US regulators are asleep at the wheel

Jul 31 • Vermilion China

7

2

American Sovereignty or Chinese Capital?

There is only one choice

Jul 29 • Vermilion China

12

2

April 2026

The Hormuz Tryst

The Iran conflict is still a side show to the larger global war slowly unfolding.

Apr 22 • Vermilion China

9

2

One Small Thing About the Big Thing

Factors of Victory // 金門調酒 // Kinmen Cocktails #15

Apr 8 • Vermilion China

11

March 2026

We Believe the CCP has Reached Peak Purge: 10 Forecasts

For the PLA, at least

Mar 19 • Vermilion China

17

4

New Vermilion App + Article: Nuclear-Enabled Maneuver

Introducing the Vermilion App

Mar 15 • Vermilion China

16

1

February 2026

10 Capabilities That Will Win the War and 1 That Will Lose It (Part 1)

Who is Producing Shit and Who is Producing Gold

Feb 3 • Vermilion China

41

8

January 2026

Run the Board

We have the Big Mo’

Jan 24 • Vermilion China

16

3

3

We Have a Donroe Doctrine in Venezuela

金門調酒 - Kinmen Cocktails #13

Jan 4 • Vermilion China

33

3

5

Covering for Conduct Unbecoming

The Army must Fight a War at Sea the Navy Cannot - 金門調酒 - Kinmen Cocktails #12

Jan 2 • Vermilion China

11

2

1