⚙️ 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 energy. One circuit. The dollar goes down the stack and comes back up. Where the […]
AI Isn’t a Sector. It’s One Machine Read More »
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. The remaining question is identity, not whether the demand exists. IREN is likely bound by
IREN’s Mystery AI Customer Is Real – Patience Matters Read More »
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, app, and private ledger ultimately clears through. Bitcoin used proof of work to decentralize money;
Bitcoin and Crypto: The Family Read More »
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 is embedded in the fiat, credit-based system. It has a bias toward nominal growth and
The Fed and Treasury Will Take Turns Printing Read More »
🤔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. This inflation came from public spending. Rates work on private credit. A hike doesn't produce
You Can’t Solve a Fiscal Problem With a Monetary Tool Read More »
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 out. Every online transaction ran on human effort. That era is ending. Not because we
The Internet’s New Users Aren’t Human Read More »
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 creation. Be careful what you wish for. PS Current public debt at ~$40T + >
Structural Debasement Read More »
$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 → 2.01 → 1.52. Distribution fading, not building. Tagged the 38.2% at 28.26 and held. ✅
$ASST: Red Tape, Better Tape, and the $27 Warrant Magnet Read More »
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. 🔁
Looks Like They Need a Bigger Boat Read More »
💸 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. Margin expansion from AI shows up in the income statement before it shows up in
The AI Efficiency Rotation: Wave Two Funds Wave One Read More »
