To The Moon

Everyone is asking the same question: What should I buy if interest rates stay higher for longer? Banks? Cash? Gold? Dividend stocks? I think that starts with the wrong question. If I had $10,000 to invest today, I wouldn’t build my portfolio around high interest rates. I’d build it around WHY interest rates stay high. Because “higher for longer” sounds like one economic environment. It isn’t. Rates can stay high because economic growth remains stronger than expected. They can stay high because inflation refuses to die. They can stay high because an energy shock pushes prices higher. And long-term bond yields can stay elevated because investors demand more compensation for inflation, fiscal risk, duration and an enormous supply of new debt. Same headline. Different causes. Different winner

For years, one of the simplest stablecoin theses has been: Money moves onchain → traditional payment rails become less important → Visa and Mastercard get disrupted. Makes sense. But something happened this week that made me question whether we’ve got the second half of that equation wrong. On September 22, SoFi announced it was moving its entire debit and credit card program onto stablecoin settlement using SoFiUSD. Expected annualised volume? More than US$25 billion. But here’s the interesting part. It isn’t bypassing Mastercard. It’s settling through Mastercard’s global payments network. That sent me down a rabbit hole. And I think there might be a much bigger story developing underneath the stablecoin boom. 💳 THE DISRUPTORS ARE MEETING THE TOLL ROADS Stablecoins solve some genuine prob

Replying to @Adz5150: @WallStreet_Tiger @TigerEvents @TigerStars @TigerObserver 🤷‍♂️ 🤪//@Adz5150:🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯

@TigerEvents @TigerStars @TigerObserver @WallStreet_Tiger 🤷‍♂️🫡

🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯

Great article, would you like to share it?

The market thinks AI has a power problem. I think that’s becoming outdated. AI increasingly has a bottleneck migration problem. When the grid became too slow, hyperscalers started looking behind the meter. Problem solved? Not quite. 😅 Because building your own electricity means you suddenly need: ⚙️ TURBINES 🔋 GENERATORS 🔥 GAS 🛢️ PIPELINES ⚡ TRANSFORMERS 🔌 SWITCHGEAR 🔋 BATTERIES ❄️ COOLING 💰 FINANCING 📋 PERMITS 👷 LABOUR And something fascinating is beginning to happen. 🚨 EVERY TIME AI ESCAPES ONE BOTTLENECK, IT RUNS STRAIGHT INTO THE NEXT ONE. 📸  ⚡🏗️ THE FIRST ESCAPE: BUILD YOUR OWN POWER For years, the data-centre model was relatively straightforward: UTILITY GRID → DATA CENTRE → COMPUTE AI broke that model. Independent research from Cleanview estimates Amazon has 44 GW of US data-ce

Wall Street spent the first phase of the AI boom asking one question: Who can make enough GPUs? Then the bottleneck moved. The chips needed data centres. The data centres needed electricity. The electricity needed generation, transformers, switchgear, substations, cooling and grid connections. Now I think we may be entering another phase. Governments and electricity regulators are increasingly asking: If AI creates the infrastructure problem, who should pay to solve it? And the emerging answer may be: AI itself. That sounds like a regulatory story. I think it could become an industrial investment story. Because if hyperscalers increasingly have to fund the physical infrastructure required to support their own electricity demand, then the AI capex boom may spread much further beyond semicon

$Bloom Energy Corp(BE)$  this is so Hard to watch my gosh. 🤦‍♂️ 

@Papa Bear Great take mate.