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(en) Brazil, OSL, Libera #183 - SOCIAL CLASSES IN STATIST CAPITALISM: NOTIONS OF LIBERTARIAN SOCIAL THEORY - Felipe Corrêa (ca, de, fr, it, pt, tr)[machine translation]

Date Sun, 8 Feb 2026 08:08:30 +0200


This article aims to present and discuss, from a theoretical and libertarian perspective, the concept of social classes in statist capitalism. Methodologically, it is a bibliographical work in the field of social theory, based on classic and contemporary anarchist authors, and from them, it presents an initial outline of a libertarian theory of social classes, which distinguishes itself from hegemonic conceptions and is capable of supporting contemporary analyses.

Towards a Libertarian Social Theory

What is referred to here as libertarian social theory is a recent endeavor undertaken by some researchers - notably those affiliated with the Institute of Anarchist Theory and History (ITHA), among whom I include myself - to produce a contemporary social theory, inspired by libertarian thought, capable of supporting concrete analyses of different social realities in the modern world. And of explaining the processes of reproduction and change/transformation of these realities. To this end, this theory proposes a critical understanding of social conflicts (forces at play, power/domination relations) and the context (structural logic, fields/spheres and institutions, structure and conjuncture) in which these conflicts occur.

When I speak of "libertarian social theory," I am inspired by the terminology used by Alfredo Errandonea (1989, p. 7) in his book Sociología de la Dominación . This theory stems primarily from the contributions of classical anarchist thinkers, that is, what Lucien van der Walt (2009, pp. 83, 113) called "anarchist social analysis," and also incorporates contributions from later authors influenced by them. It also proposes critical dialogues, both with non-anarchist authors of this libertarian tradition and with other classical and contemporary thinkers, whenever these interactions are productive and do not call into question the analytical coherence of the project in question.[1]

It is important to highlight that this libertarian social theory is not intended to be the sole representation of the thought of anarchist or libertarian authors, nor even the one that best represents all their contributions, given the philosophical and theoretical diversity that has marked this tradition. This theory encompasses one of the possibilities that the rich anarchist and libertarian tradition offers to the contemporary analytical field.

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[1]López (Brazilian economist), Bruno Lima Rocha (Brazilian political scientist) and Felipe Corrêa (Brazilian social scientist, author of this article). In this article, I revisit some elements of the extensive contributions of these authors, focusing only on what can support the discussion on social classes, which I now intend to carry out.

[2]It is crucial to highlight that the term "libertarian" here refers to the tradition of the anti-authoritarian, federalist, self-managed and democratic socialist and communist left, which has existed since the 19th century, and which has used and claimed the term "libertarian" and its derivatives since the end of the 1850s. (MCKAY, 2018) Among its great historical representatives are the anarchists, but also other anti-authoritarian and heterodox socialists, communists or Marxists.



ANARCHISM AND SOCIAL CLASSES

It is always important to remember that anarchism is a political ideology or doctrine that, in its more than 150 years of global presence, has considered the question of social classes as something paramount. Anarchism emerged within the International Workingmen's Association (IWA) as a socialist, revolutionary, and anti-authoritarian expression of a sector of the oppressed classes . Throughout its history, anarchists have made use of social classes in their class-based analyses of reality , in their class struggle strategies , and in their conceptions of social transformation, which include the end of social classes . (CORRÊA, 2022a)

This position should not be considered some kind of class reductionism. This is because anarchists have always criticized and fought against various forms of domination, which certainly included class, but also involved nationality, race/ethnicity, and gender/sexuality. However, a prominent feature of this position was the historical link to the class question in critical analyses and struggles against imperialism, racism, and patriarchy. Why did this happen?

The answer lies in the unique character of class inequality. Among all social relations, it is only class that involves both domination and exploitation; only the popular[oppressed]classes are exploited, and only the exploited classes are capable of creating a society without exploitation, for only they have no interest in exploitation. If exploitation is an inseparable aspect of modern society, and if human freedom demands the abolition of exploitation, then it is only class struggle that can emancipate humanity. Viewed from this perspective, forms of oppression[domination]that are not strictly reducible to class - such as gender and race - must be approached from a class perspective, for this establishes the only basis for general emancipation; conversely, it is only through combating divisions within the working class - divisions based on prejudice and unjust discrimination - that class revolution, the only one that can emancipate humanity, is possible. (VAN DER WALT, 2009, p. 111, brackets added)

This conception of social classes has permeated distinct anarchist practices and theories. It has involved both its "political-militant" and "analytical-scientific" dimensions (VAN DER WALT, 2018, p. 515), as well as its strategic-programmatic elements: "analysis of past and present, structural and conjunctural reality", "strategies and tactics to transform reality" and "finalist objectives" (CORRÊA, 2014a, pp. 6, 8).

Despite its breadth, as pointed out, this article only considers part of this analytical-scientific dimension. More specifically, the part related to the analysis of reality from a social theory perspective, which aims to conceptualize social classes within the capitalist-statist system of domination or mode of power.

This libertarian approach to social classes in statist capitalism, when compared to others, proves to be, in a certain sense, innovative. Because it breaks with non-relational and economistic perspectives, proposing a relational and multicausal approach that starts from relations in the economic field and advances to those in the political and moral/intellectual fields. Therefore, this approach differs from those that understand classes exclusively from income, wealth, or even ownership of the means of production and/or relations of labor exploitation. It takes these elements into account, but inserts them as part of a broader systemic structure of domination, which is indispensable in the analysis of statist capitalist society.

CAPITALISM-STATISM: SYSTEM OF DOMINATION AND MODE OF POWER

Despite substantial changes and specific historical forms, it is possible to say that the society that takes shape in modernity and endures to the present is the capitalist-statist society - or, simply, capitalism-statism . Bakunin (2003, pp. 168, 228) referred to this society, among other ways, as the "capitalist system" and the "statist system." Malatesta (2000, p. 21; 1999a, p. 190; 2014a, p. 436) also used "capitalist system" and, among other terms, employed "social system" and "capitalist and statist order."

In an analysis that can be called horizontal² , both proposed analytically dividing the macrosocial structure of this system into three parts. Bakunin ( 2014a, pp. 256-257) distinguished between "economic organization" or "economic facts", "political and legal developments" or "political facts", and "development of ideas" or "intellectual and moral facts". Malatesta (2014b, p. 528; 2014c, p. 230; 2000, p. 11) referred to a certain "economic, political and moral configuration" of society; he claimed "economic resistance", "political resistance" and "moral resistance"; he related the moral question to the intellectual one.

Based on Malatesta's terminology, each of these parts can be called a field 3 , and the capitalist-statist system can be analytically divided into three fields: economic field , political field , and intellectual-moral field . 4 This system brings together the set of "means of life," that is, the totality of economic means (production and exchange), political means (government and repression), and intellectual-moral means (communication and instruction). (CORRÊA, 2022b)

Furthermore, both Bakunin ( 2003, pp. 35-36, 71-73, 228; 2009a, p. 49) and Malatesta ( 2001, p. 23; 1989, p. 141) highlighted the systemic character of this society, which articulates these fields and means of life in an interdependent and inseparable way, namely, the capitalist economy, the modern state, and large institutions of communication and instruction (mainly religion and education). Malatesta's terminology also allows us to name this notion of the inseparability of the three fields . 5 (MALATESTA, 1999c, p. 58)

When discussing the "capitalist-statist system," the systemic and extra-economic characteristics of modern society are highlighted simultaneously, both supported by Bakunin and Malatesta. Errandonea (1989) conceptualizes this society as a "system of domination," insofar as it possesses a class structure in which relations of domination are established between dominant and oppressed classes, and between other social groupings. Jonathan Nitzan and Shimshon Bichler (2009) refer to it as a "mode of power," that is, an order that has a structural impulse towards capital accumulation and in which relations of power and domination prevail.

This allows us to assert that modern society is a system of capitalist-statist domination , a historical capitalist-statist mode of power , whose class structure is marked by durable and hegemonic relations of domination, and which encompasses other forms of domination.

DOMINATION, PROPERTY AND PRIVILEGE

For Bakunin and Malatesta, the capitalist-statist system of domination, like other historical societies, is explained primarily by its social conflicts, its power relations, and its domination. (BAKUNIN, 2009a, p. 34; MALATESTA, 2020) Errandonea, Nitzan, and Bichler also focus on the concepts of power and domination. Now, although Bakunin, Malatesta, and other classic anarchists have tended to consider power and domination practically as synonyms, I believe it is important, based on López (2001, pp. 121-130) , to insist on the distinction between the two concepts, placing domination as a form - although not the only one - of power. 6

López (2001, pp. 61-62, 121-130) defines power as a "social relation" that results from the "confrontation between social forces"-whether class-based, group-based, or individual-as soon as one or more social forces impose themselves on others. "It is this act of imposing one force on its opposition that we call power." He further points out that, historically, power can be conceived in two major forms or models: dominating power (domination) and self-managing power (self-management).

Domination, considered here as a historical form of power, is conceived by Bakunin, in macrosocial terms, as a social relation that results from the confrontation between social forces, in which some (generally a minority with greater social power) impose themselves on others (generally a majority with less social power) and take advantage of this imposition to become artificial authorities and obtain economic and non-economic privileges. It is, therefore, a relationship between a privileged minority and a disadvantaged majority for the benefit of the former and to the detriment of the latter . (CORRÊA, 2019a, p. 457)

Bakunin and Malatesta understand the capitalist-statist mode of power as a society profoundly marked by domination. (BAKUNIN, 2003; MALATESTA, 2001) Domination that, in economic, political, and intellectual-moral terms, is expressed in four forms, as Malatesta indicates.

In the economic field, economic domination or " exploitation of labor " is a central characteristic of the capitalist economy. 7 In the political field, two forms of political domination are promoted by the modern state. The first is the use of "brute force," "physical violence," or simply physical coercion . The second is "the power to make laws to regulate the relationship of men among themselves and to enforce these laws," or simply political-bureaucratic domination . In the intellectual-moral field, there is intellectual-moral domination or " religious, university power ." 8 (MALATESTA, 2001, pp. 18, 23, 42)

It is important to note here that domination, in these forms, was historically established and is simultaneously the cause and effect of capitalist-statist (private or national/state) ownership of economic, political, and intellectual-moral means, and of various privileges. In other words, there is a cycle or relationship of mutual reinforcement between domination and property-privileges in all three fields, which explains the structural/systemic logic of capitalism-statism, whose essential feature is the permanent accumulation of economic capital, political capital, and intellectual-moral capital.

SOCIAL CLASSES IN STATIST CAPITALISM

According to Bakunin, historical societies have been traversed by a division between social classes, contrasting the oppressed-dominated and the dominators-oppressors.

Since the dawn of history, the human world has been divided into two classes: the vast majority, chained to more or less mechanical, brutal, and forced labor; the millions of workers, eternally exploited, spending their sad lives in misery bordering on hunger, in ignorance and slavery, and condemned, for that very reason, to eternal obedience. Then, on the other hand, the more or less fortunate, educated, refined, exploitative, dominant, governing minority, consuming the best part of the collective labor of the popular masses and representing the whole of civilization. (BAKUNIN, 2017, pp. 453-454)

In statist capitalism, this contradiction between classes remains, as Malatesta argues:

Through a complicated network of struggles of all kinds-invasions, wars, rebellions, repressions, concessions made and taken back, the association of the vanquished, united to defend themselves, and of the victors, to attack-society has reached its current state, in which a few men hereditarily own the land and all social wealth, while the great mass, deprived of everything, is frustrated and oppressed by a handful of owners.

This determines the state of misery in which workers generally find themselves, and all the resulting evils: ignorance, crime, prostitution, physical decay, moral abjection, premature death. Hence the constitution of a special class (the government) which, provided with the material means of repression, has the mission of legalizing and defending the owners against the demands of the proletariat. It then uses the force it possesses to arrogate privileges to itself and to subject, if it can do so, the class of owners to its own supremacy. From this follows the formation of another special class (the clergy), which, through a series of fables relating to the will of God, the afterlife, etc., seeks to lead the oppressed to docilely endure the oppressor, the government, the interests of the owners, and their own. (MALATESTA, 2000, pp. 8-9)

First of all, it is important to emphasize that, if social classes are a fundamental feature of historical societies, this is no different in the capitalist-statist system of domination. However, what exists in this society is a structure in which concrete social classes present a specific configuration, since they vary according to the historical context (space and time). When a new system is established, classes rise, become more and less significant, emerge and disappear.

For the emergence of the capitalist-statist mode of power, both the rise of the bourgeoisie and the modern bureaucracy, as well as the development of the urban and rural proletariat, were relevant in terms of class structure. Also significant was the incorporation of former landowners and peasants, both of decreasing relevance, and also of new intermediate sectors and new religious, academic, and communicational agents. (BAKUNIN, 2008; VAN DER WALT, 2009, pp. 48-52; CORRÊA, 2019a, pp. 464-491)

This class structure is the main aspect of capitalist-statism, and the social conflict between dominant and oppressed classes (class struggle) is its main contradiction. (ERRANDONEA, 1989) Bakunin stated that "the division of humanity into classes is systemic," and insisted on this centrality, albeit in a non-deterministic way, because, for him, class struggle is not the only social conflict in capitalist-statist society, nor is it the one that determines all others. (LEIER, 2009)

For Bakunin, this centrality of social classes and class struggle is justified by at least three reasons. "First, it moves politics away from abstract discussions about 'justice' and anchors it in experience." This experience mediates, on the one hand, the class structure, and, on the other, class consciousness and actions. "Second, it demonstrates that 'the people' is not a unified notion, because material interests - class - divide the people." Therefore, there is no single society; what exists is a class society. "Regardless of other issues that may unite people, class remains a crucial dividing line." Third, "the argument about class suggests that focusing on local issues, on identity issues, and on reforms is important, but none of them encompasses the main issue, exploitation, which affects the vast majority of humanity." (LEIER, 2009) In this sense, it is the class, and only it, that has the conditions to unite the workers to confront the capitalist-statist system of domination and its class structure, to promote a revolutionary transformation that guarantees the end of domination and social classes.

Both Bakunin (2008, p. 75) and Malatesta (2001, p. 42) discussed the issue of labor exploitation numerous times, and always recognized its importance in statist capitalism. For example, the former criticized, in this society, the "exploitation of collective labor by individuals who have no right to do so"; the latter recognized "in individual property and government" the roots of the "exploitation of everyone's labor by a privileged handful".

However, both did not restrict their definition of social classes and class struggle to purely economic criteria and/or those linked to the realm of work, as in the case of the concept of exploitation. Note that, in the quotations that open this part of the article, when Bakunin and Malatesta discuss social classes, in addition to economic criteria (exploitation, work, poverty), they also address political criteria (government, violence, command-obedience) and intellectual-moral criteria (education, instruction, knowledge). (BAKUNIN, 2017, pp. 453-454; MALATESTA, 2000, pp. 8-9)

Both, therefore, go beyond the one-dimensional approach, which defines classes solely by economic criteria and/or the exploitation of labor, and point to a multidimensional definition, whose foundation is the broader concept of domination. Bakunin and Malatesta conceptualize social classes based on the four major forms of domination that occur in the economic, political, and intellectual-moral fields - that is, exploitation of labor, physical coercion, political-bureaucratic domination, and intellectual-moral domination - and, at the same time, on the ownership of the means of subsistence - that is, the economic means (production and exchange), the political means (government and repression), and the intellectual-moral means (communication and education) - and the privileges linked to these three fields.

Therefore, based on these two anarchist classics and what has been discussed so far, it is possible to theoretically synthesize the concept of social classes as historical and stable human groupings that are produced and reproduced by macrosocial relations of domination, by private or national/state ownership of the means of subsistence, and by privileges that exist in the economic, political, and intellectual-moral fields.

Between the late 19th and early 20th centuries, Bakunin and Malatesta identified the concrete classes that existed in their time and place. Both pointed to a fairly similar set of dominant and oppressed classes. Among the former, they indicated landowners and the bourgeoisie (owners of the means of production and exchange, or economic means), the bureaucracy (owners of the means of government and repression, or political means), and the clergy (owners of the means of communication and instruction, or intellectual-moral means). Among the latter, they pointed to workers in a broader sense, that is, the urban proletariat (wage earners in the cities), the rural proletariat (wage earners in the countryside), the peasantry (tenant farmers and small landowners), and the marginalized or poor in general (the unemployed, beggars, the destitute, etc.). (CORRÊA, 2019a, 460-462; 2022b, pp. 11-12 9 )

Among these classes there is class struggle , this expression of class conflict that places the dominant and the oppressed on opposing sides, whose access to property and economic, political, and intellectual-moral privileges is profoundly unequal. This struggle is produced by the position that individuals and groups occupy in the social structure - and therefore by their structural class interests - and which is strengthened or weakened, becomes more or less evident, thanks to the experience, action, and consciousness of these subjects, that is, to the positions assumed in the class conflict. (BAKUNIN, 2001, p. 68; 2009a, pp. 59-60; 2014b, p. 209)

Class struggle has distinct expressions. It manifests itself in more particular, microsocial ways, when it involves specific conflicts, for example, between the owners (bourgeoisie) of an industry and the workers (proletariat) employed in it, or between a large landowner (latifundist) and the peasants subjected to him. (BAKUNIN, 2007; MALATESTA, 2007) But it also manifests itself in more general, larger-scale, macrosocial ways, between two broad groups: dominant classes and oppressed classes. In analytical terms, the latter are the most important, because, as Bakunin (1988, p. 16) indicates, "all these different political and social existences" - the concrete and historical social classes - "can today be reduced to two main categories, diametrically opposed to each other, and natural enemies of each other: the[dominant]political classes[...]and the[oppressed]working classes".

Therefore, it is possible to say that, in the capitalist-statist mode of power, when this analytical and theoretical reduction of concrete social classes is carried out, there is, on the one hand, a set of dominant classes, composed of a tiny minority of landowners, bourgeois, bureaucrats, and large producers and disseminators of beliefs, knowledge, and information , 10 who exploit (appropriate the surplus of labor), govern (repress and impose obedience), and deceive (impose ideas, values, and worldviews) the oppressed classes; on the other hand, a set of oppressed classes, composed of a vast majority of workers in general, or urban proletarians, rural proletarians, peasants, and marginalized people, simultaneously exploited, governed, and deceived by the dominant classes. This is the meaning adopted when one speaks, in this society, of two contradictory classes.

Finally, it is important to highlight that, as stated, class domination is not unique, nor does it determine all other forms of domination and social conflict in capitalist-statist society.

It is not the purpose of this article to discuss the other major historical and structural forms of domination in this society - national domination (colonialism/imperialism), ethnic-racial domination (structural racism), and gender and sexuality domination (patriarchy) - as well as their relationship to class domination, something that has been developed in other writings, both mine and those of other authors linked to libertarian social theory. Nevertheless, it is only necessary to point out that colonialism/imperialism, structural racism, and patriarchy stand out in the production, reproduction, and changes of capitalism-statism, as well as in social classes and class domination itself. At the same time, social classes have profoundly marked these three forms of domination. (VAN DER WALT, 2009)

CONCLUDING NOTES

In conclusion, it is possible to highlight a set of aspects that synthesize the positions argued in this article. First of all, it is important to reaffirm that classical anarchists in general, and the authors who have been building libertarian social theory in particular, not only see classes as fundamental elements of social reality, but also have significant contributions to the theoretical discussion about social classes in statist capitalism.

According to what has been discussed, capitalist-statist society is a system of domination or mode of power, whose structural/systemic logic is the permanent accumulation of economic capital, political capital, and intellectual-moral capital, and whose class structure is its main aspect, and the conflict between dominant classes and oppressed classes (class struggle) is its main contradiction.

This system of domination is the result of a power struggle, a historical and macro-social confrontation between social forces, in which some have been imposing themselves on others, establishing not only power relations, but also relations of domination. In the capitalist mode of power, based on a systemic/structural approach, domination is primarily (but not exclusively) class domination, insofar as it involves the ownership of economic, political, and intellectual-moral means, as well as privileges in these three fields.

Social classes are defined, from a relational and multicausal perspective, based on historical and macrosocial relations of domination, private or national/state ownership of the means of subsistence, and economic, political, and intellectual-moral privileges. In other words, it is the confrontations between social class forces, as well as the relations of domination between them (dominant classes and oppressed classes, especially), that best explain this society in systemic and structural terms.

However, it cannot be denied that, in statist capitalism, class domination coexists with other forms of domination, notably colonialism/imperialism, structural racism, and patriarchy, which have contributed and continue to contribute to the shaping and reproduction of social classes, and have been permanently marked by class domination.

Therefore, while it is true that there is no possibility of a break with capitalism-statism without a struggle focused on social classes, on class struggle, it is also true that, since anarchism aims to end all forms of domination, it is necessary to simultaneously confront national, racial/ethnic, and gender/sexual dominations, but always from a class perspective.

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* Paper presented at the First Meeting in Uruguay of Historians and Researchers on Anarchism, 2023

1

2 In an article on Malatesta's contributions to social theory, I suggest that, based on his writings, it is possible to conceive of the analysis of capitalist-statist society from two directions. One, "vertical," discusses the "interdependent relations between the individual and society, something that explains why the subject produced in this system carries with him an important part of the influence of the relations and institutions of capitalism and the State"; the other, "horizontal," discusses the "three fields and the relations between them, that is, the capitalist economy, the modern State, and its major institutions of communication and instruction." (CORRÊA, 2022b, pp. 3-4)

3 The original Italian term that allows translation as "field" is terreno . Cf., for example: Malatesta, 1999b, pp. 175, 177. " Field , here, can be defined as the area or space dedicated to certain human activities, which is established from institutionalized social relations." (CORRÊA, 2022b, p. 6)

4 In an approach that coherently engages with Malatesta, Bruno L. Rocha (2009, pp. 285-286, 111) names these fields "economic sphere", "political-legal-military sphere", "cultural/ideological sphere", and argues that there is interdependence between them.

5 The original Italian term that allows the translation as "indissociability" is indissolublità . Cf., for example: Malatesta, 1999c, p. 58.

6 Approaches such as López's and others, including my own, open the possibility of recognizing that the anarchist project is also a project of power. But one that rejects domination and has self-management as its foundation. (CORRÊA, 2014b, 2012)

7 Following Errandonea (1989, chapters 3 and 4), I consider here exploitation as part of domination, as a form of domination.

8. A form of domination that I have previously referred to as "cultural alienation" and "ideological/cultural domination." (CORRÊA, 2019b, 2022a, p. 152)

9 See these texts of mine for all the references to the writings of Bakunin and Malatesta that discuss this issue.

10 Note that, as has been happening in other classes and class fractions, these "great producers and disseminators of beliefs, knowledge, and information" have changed since the production of these anarchist classics. In their contexts, Bakunin (2009b, p. 60) and Malatesta (2000, p. 9) pointed to the clergy as the most prominent representative of this class. However, it should be noted that, over time, Catholic leaders have increasingly shared space with Protestant leaders and those of other religious expressions. Throughout the 20th century, academic intellectuals and large business owners in the press, publishing, and education sectors have gained increasing prominence among the representatives of this class, a movement that, at the beginning of the 21st century, has been spearheaded by the owners of the so-called big tech companies .

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