AI is becoming a macro story, not just a technology story.
Massive spending on chips, data centers and energy is keeping demand strong, while the Fed remains cautious on inflation.
With rates at 3.50%–3.75%, September could be an important catalyst.
AI → inflation → rates → risk assets.
The interesting part is watching how those pieces connect.
Whao everything is getting green green 💚
$ETH
Massive spending on chips, data centers and energy is keeping demand strong, while the Fed remains cautious on inflation.
With rates at 3.50%–3.75%, September could be an important catalyst.
AI → inflation → rates → risk assets.
The interesting part is watching how those pieces connect.
Whao everything is getting green green 💚
$ETH