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š„BOMBAZOš„
THE RICHEST MAN IN THE WORLD IS FULLY ENTERING THE AI COMPETITION
š#NVIDIA is funding the new SUPERCOMPUTER of #ElonMusk. as if it were an oil well
š„CHIPS are now a FINANCIAL ASSET
What does this mean and why is it so importantāļø
šøxAI (Musk's artificial intelligence company) raised USD 20 billion in a historic round
šøThe goal: to build āColossus 2,ā an AI supercomputer in Memphis
šøBut the truly novel aspect is how this project is being financed
šøPart of the investment is traditional (equity), but the other part is debt backed by GPUs from NVDA
šThis means that NVIDIA chips, the computing units, are used as collateral, just like real estate or bonds
šNVIDIA not only sells the hardware: it finances it, retains part of the project (in this case xAI) and ensures its long-term control
š”Itās a structural change: computing power is now treated as a commodity. Chips are the new oil
And what impact does this have on financial markets and $BTC āļø
āŖļøNVIDIA's stock reacted positively because this financing model turns every agreement into a source of secured income and strategic stakes
āŖļøWith such a strong concentration in the SP500, NVDA's rally sustains the index almost by itself
āŖļøAnd most importantly: this move confirms that the narrative of artificial intelligence is still alive and with more capital than ever
Why does this matter for #bitcoin āļø
šBecause every new ā#SupercicloBTC ā of innovation (like that of the internet or the .com boom) attracts trillions in #liquidez and boosts the financial markets
šBitcoin historically benefits from those environments of excess capital and financial optimism$BTC
THE RICHEST MAN IN THE WORLD IS FULLY ENTERING THE AI COMPETITION
š#NVIDIA is funding the new SUPERCOMPUTER of #ElonMusk. as if it were an oil well
š„CHIPS are now a FINANCIAL ASSET
What does this mean and why is it so importantāļø
šøxAI (Musk's artificial intelligence company) raised USD 20 billion in a historic round
šøThe goal: to build āColossus 2,ā an AI supercomputer in Memphis
šøBut the truly novel aspect is how this project is being financed
šøPart of the investment is traditional (equity), but the other part is debt backed by GPUs from NVDA
šThis means that NVIDIA chips, the computing units, are used as collateral, just like real estate or bonds
šNVIDIA not only sells the hardware: it finances it, retains part of the project (in this case xAI) and ensures its long-term control
š”Itās a structural change: computing power is now treated as a commodity. Chips are the new oil
And what impact does this have on financial markets and $BTC āļø
āŖļøNVIDIA's stock reacted positively because this financing model turns every agreement into a source of secured income and strategic stakes
āŖļøWith such a strong concentration in the SP500, NVDA's rally sustains the index almost by itself
āŖļøAnd most importantly: this move confirms that the narrative of artificial intelligence is still alive and with more capital than ever
Why does this matter for #bitcoin āļø
šBecause every new ā#SupercicloBTC ā of innovation (like that of the internet or the .com boom) attracts trillions in #liquidez and boosts the financial markets
šBitcoin historically benefits from those environments of excess capital and financial optimism$BTC
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Bitcoin and Gold: The Hidden Formula That Could Unleash a Supercycle šš°
The debate between gold and Bitcoin is not a competition of who earns more, but how both assets can influence each other to open a new era of growth. Jeff Park, partner and CIO at ProCap BTC, presents a clear hypothesis: the paper gains of gold could be the trigger for a Bitcoin supercycle.
Gold As a Lever for the Future
Gold has surged this year, reaching prices close to $3,850 per ounce. This means that the gold reserves of the U.S., which the Treasury continues to officially value at just $42 per ounce, today have more than $1 trillion in unrealized gains.
Gold As a Lever for the Future
Gold has surged this year, reaching prices close to $3,850 per ounce. This means that the gold reserves of the U.S., which the Treasury continues to officially value at just $42 per ounce, today have more than $1 trillion in unrealized gains.
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