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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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You Can’t Solve a Fiscal Problem With a Monetary Tool
🤔Some economic thoughts: I see many debating whether we are RESTRICTIVE vs LOOSE. The Fed's own long-run dot says 3.3. They hiked to 3.875 and called it removing accommodation. One of those is wrong. Either way it's the wrong tool.
The Internet’s New Users Aren’t Human
For thirty years, the deal was simple: the internet provided the storefront, and you provided the labor. You searched. You compared. You clicked through ten tabs, filled the cart, typed your card number, and hoped the checkout page didn’t time
Structural Debasement
Structural debasement. The market begged for a hawkish Fed. Got the hike. Long end yields dropped. 📉 A week later it’s rising. Now it’s doing the math. 📈 Higher rates = bigger interest bill = more borrowing = more money
$ASST: Red Tape, Better Tape, and the $27 Warrant Magnet
$ASST is red three days in a row and the tape underneath got better on all three. ✅ vs $MSTR: -3.6% → -2.6% → -0.8% → +1.4% today. The de-rating stopped.Volume: 17.5M → 8.3M → lighter again.Daily range: 3.12 →
Looks Like They Need a Bigger Boat
Looks like they need a BIGGER boat. Structural debasement of fiat. Raising rates = raises the cost of money and borrowing. Now they need more of the "higher cost" money to pay for the higher costs. 🔁
The AI Efficiency Rotation: Wave Two Funds Wave One
💸 The AI efficiency rotation is the most interesting call on my feed right now: wave one was the builders, wave two is the companies using AI to cut costs and expand margins. The last easy trade. Directionally right. Incomplete.
The Clock: Sort the Map by When It Pays
THE CLOCK Same map, sorted by when it pays instead of what it does. PAYING NOW $NVDA $AVGO $MU $CRDO $VST Revenue is in the print. Contracted, shipping, commissioning. The argument here is multiple, not existence. PAYING 2027 $IREN $NBIS
The Strive Paradox: The Share Count Went Up. So Did the Bitcoin Behind Every Share.
Nine weeks of 8-Ks, July 17 to Sept. 18: Bitcoin: 19,921 to 26,355. +32.3% Effective common shares: 83.67M → 97.00M. +15.9% Bitcoin grew roughly twice as fast as the common share count. Result: BTC per common share increased 14.1% while
What a Warrant Overhang Looks Like in Real Time
$ASST may be showing us exactly what a warrant overhang looks like in real time. $BTC surged toward $87K. $ASST hit ~$32 premarket then fell to ~$29.19 intraday. Why? The $27 warrants are no longer theoretical. Outstanding warrants just fell:
Monetary Regimes Change: Fear Reads as Loss
Monetary regimes change. They always have. 1971 closed the gold window and opened four decades of asset inflation. 1981 looked like the end of the bond market and started a forty year bull run. Both felt like the floor giving
Follow One Dollar: Own the Layers, Not the Logo
FOLLOW ONE DOLLAR A dollar of AI capex doesn’t land on one company. It walks the whole circuit. It starts as a budget line at a hyperscaler. Buys a rack. $NVDA $AVGO keep a piece. The rack is useless without
Why Bitcoin Gets Stronger As AI Wins
The New Monetary Regime We are living through a monetary regime change. I don’t mean the dollar disappears or every contract gets rewritten in bitcoin one morning. Regimes don’t change that cleanly. The unit on the invoice stays the same
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