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Why Bitcoin Gets Stronger As AI Wins
AI keeps lowering the cost of producing almost everything. A heavily indebted financial system cannot comfortably let that show up as broad deflation. Bitcoin is what sits between those two forces.
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The Fed Just Hiked Into a Stall: Jobs, the 10-Year at 5.36, and a Treasury Problem
The Fed just hiked into a stall. 👀 The Labor Data 29K jobs in September. The 3 month average is ~51K. Unemployment is up to 4.2 and they cut 60K out of the prior months. Wages are growing 3%, the
Memory Is the New Bottleneck: Why Scarcity Migrated From GPUs to Memory
💾 Green on Oct 7, and it’s all the same layer: $MU $SNDK $PENG Pricing Power in the AI Stack Memory is the part of the AI machine with pricing power right now. HBM is sold out, contract prices keep
Strive Is Winning the Bitcoin Treasury Race: Speed, Structure, Discipline
One bitcoin treasury is winning this cycle, and it isn’t the one with the most coins. Objectively, by the metrics the category itself uses, it’s Strive. $SATA $ASST Speed. Zero to 26,355 BTC in about a year. 19,921 to 26,355
The New Monetary Regime: Fiat Inflates, Tech Deflates
We’re in a new monetary regime. 💸 On one side, a debt system that has to inflate, because the obligations are nominal and a shrinking denominator makes them heavier. On the other, AI technology that has to deflate, because every
The Whole Model in Three Lines: Digital Capital, Credit and Equity
The whole model in three lines. Digital Capital = $BTCDigital Credit = $SATADigital Equity = $ASST Credit gets the first $100 and the coupon. Equity gets everything above it. That’s why $SATA is bitcoin with the volatility stripped out and
The Hike as a Transfer
The hike as a transfer, in one chart. 🔂 Treasury borrows short and got repriced in full. Large caps termed out at 2021 coupons (2-3%) and earn 5% on cash. The Fed tightened and the $SPX got paid. ✅ The
Making Policy Mistakes IS the Fed Policy
Making policy mistakes IS the Fed policy. Two weeks ago they hiked to stop “second and third order effects.” This morning: wages 3.0%, lowest since May 2021. Payrolls 29K. July revised to a loss. Three-month average 51K. 🤯 The second-order
AI Agents Aren’t a Productivity Story. They’re a Fraction Story
AI agents aren’t a productivity story. They’re a fraction story. $META $SPCX Productivity is output over input. Every prior technology moved one side. The steam engine raised output. The assembly line cut input. Agents do both in the same quarter:
AI Isn’t a Sector. It’s One Machine
⚙️ AI isn’t a sector. It’s one machine, and every ticker is a part number. Energy feeds it. Compute runs on it. Silicon thinks, memory holds, light carries. Software sells the output, money settles it, and the profit buys more
IREN’s Mystery AI Customer Is Real – Patience Matters
IREN’s mystery customer should be treated as undisclosednot imaginary. The company says a leading frontier AI lab signed a new, multi-year AI Cloud contract, while 2026 capacity is already largely sold out and annual recurring revenue is approaching $4 billion.
Bitcoin and Crypto: The Family
Bitcoin and Crypto The family: $BTC the reserve money, $TAO the intelligence money, $NEAR the compute money, $ZEC the private money. Bitcoin used proof of work to decentralize money; $BTC is the foundation, the base settlement layer that every agent,
The Fed and Treasury Will Take Turns Printing
They will do whatever is possible to bring the long end down. First the yield curve twist, now full yield curve control. Buybacks are coming in strong. Treasury and the Fed will take turns printing money. Debasement is structural. Inflation
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