Something shifted Friday that most missed.
Physical reality is now dictating digital prices.
$BTC hit $80k while the Fed and BoJ are tightening. The cheap money era that pumped every cycle? Gone. Yet here we are.
Meanwhile Claude is now helping Anthropic build the next Claude.
Let that sink in.
If AI starts accelerating AI development, compute demand doesn't just grow linearly. It compounds. Exponentially.
The bottleneck stops being code. It becomes steel, silicon, and power grids.
Chips. Data centers. Natural gas. Nuclear. Generators. Transformers. Transmission lines. Cooling systems. Raw megawatts.
Then oil drops a few bucks and suddenly equities rip, yields fall, and $BTC catches a bid.
Everything is connected now.
Phase 1 of AI was the model.
Phase 2 was the chip.
Phase 3 is the infrastructure beneath both.
The biggest tech story of the decade might actually be an energy story.
Position accordingly.
Physical reality is now dictating digital prices.
$BTC hit $80k while the Fed and BoJ are tightening. The cheap money era that pumped every cycle? Gone. Yet here we are.
Meanwhile Claude is now helping Anthropic build the next Claude.
Let that sink in.
If AI starts accelerating AI development, compute demand doesn't just grow linearly. It compounds. Exponentially.
The bottleneck stops being code. It becomes steel, silicon, and power grids.
Chips. Data centers. Natural gas. Nuclear. Generators. Transformers. Transmission lines. Cooling systems. Raw megawatts.
Then oil drops a few bucks and suddenly equities rip, yields fall, and $BTC catches a bid.
Everything is connected now.
Phase 1 of AI was the model.
Phase 2 was the chip.
Phase 3 is the infrastructure beneath both.
The biggest tech story of the decade might actually be an energy story.
Position accordingly.
