The compute market just got louder 💎
$VVV has the AI inference crowd watching demand for compute. $B3 gives me a very different angle: ownership of the machines producing it.
That is why the latest BlackRock research matters for B3IQ.
BlackRock says compute could eventually be priced, financed and traded as tokenized digital assets, while projecting hyperscaler cloud revenue around $1.1T annually by 2030.
The timing is interesting because both trades are already moving.
VVV is up roughly 18% over the past week, with a market cap around $1.46B. B3 gained roughly 27% over the same period, while today’s volume has reached about $39M against a $34M market cap.
B3IQ is the part I keep coming back to.
A single H200 NVL system starts around $59K and is currently modeled to earn about $1,259/month. Owners can keep 85% of realized revenue, with select systems offering a 30% down route to ownership. Returns are projections, not guarantees.
One BlackRock headline can be noise.
But compute demand rising, tokenization entering the conversation and B3IQ already turning GPUs into ownable productive assets feels much more connected.
VVV gives me the demand trade.
B3 gives me the ownership trade.
I expect both to get more attention if the compute narrative keeps expanding 🔥
#AI #DePIN
$VVV has the AI inference crowd watching demand for compute. $B3 gives me a very different angle: ownership of the machines producing it.
That is why the latest BlackRock research matters for B3IQ.
BlackRock says compute could eventually be priced, financed and traded as tokenized digital assets, while projecting hyperscaler cloud revenue around $1.1T annually by 2030.
The timing is interesting because both trades are already moving.
VVV is up roughly 18% over the past week, with a market cap around $1.46B. B3 gained roughly 27% over the same period, while today’s volume has reached about $39M against a $34M market cap.
B3IQ is the part I keep coming back to.
A single H200 NVL system starts around $59K and is currently modeled to earn about $1,259/month. Owners can keep 85% of realized revenue, with select systems offering a 30% down route to ownership. Returns are projections, not guarantees.
One BlackRock headline can be noise.
But compute demand rising, tokenization entering the conversation and B3IQ already turning GPUs into ownable productive assets feels much more connected.
VVV gives me the demand trade.
B3 gives me the ownership trade.
I expect both to get more attention if the compute narrative keeps expanding 🔥
#AI #DePIN
