One BlackRock headline creates two trades 👀
BlackRock saying AI compute could eventually be priced, financed and traded as tokenized assets gives me a pretty simple way to look at the AI trade from here.
$VVV is already catching the demand side. From September 17 to 23, VVV moved from $25.69 to $30.24, roughly +18%, with its market cap now around $1.46B.
Then there is $B3, which I see as the more asymmetric side of the same narrative.
B3 moved roughly +27% from its September 17 close to September 23, and today has already seen about $39M in volume against a ~$34M market cap. That is the kind of price action I watch when a new narrative starts finding a smaller token.
The thesis underneath it is B3IQ.
Instead of only accessing AI compute, B3IQ lets buyers own the physical NVIDIA machine, put as little as 30% down on select systems and keep 85% of realized gross revenue when B3 sells the available capacity.
So I see two sides of the same trade.
VVV gives me exposure to AI inference demand.
B3 gives me exposure to the idea that the GPU itself becomes a financeable asset.
If BlackRock keeps pushing compute into the digital-a$sset conversation, I expect both narratives to get more attention, but the smaller valuation on B3 is what makes that side especially interesting to me 🔥
#Altcoin Season# #RWA
BlackRock saying AI compute could eventually be priced, financed and traded as tokenized assets gives me a pretty simple way to look at the AI trade from here.
$VVV is already catching the demand side. From September 17 to 23, VVV moved from $25.69 to $30.24, roughly +18%, with its market cap now around $1.46B.
Then there is $B3, which I see as the more asymmetric side of the same narrative.
B3 moved roughly +27% from its September 17 close to September 23, and today has already seen about $39M in volume against a ~$34M market cap. That is the kind of price action I watch when a new narrative starts finding a smaller token.
The thesis underneath it is B3IQ.
Instead of only accessing AI compute, B3IQ lets buyers own the physical NVIDIA machine, put as little as 30% down on select systems and keep 85% of realized gross revenue when B3 sells the available capacity.
So I see two sides of the same trade.
VVV gives me exposure to AI inference demand.
B3 gives me exposure to the idea that the GPU itself becomes a financeable asset.
If BlackRock keeps pushing compute into the digital-a$sset conversation, I expect both narratives to get more attention, but the smaller valuation on B3 is what makes that side especially interesting to me 🔥
#Altcoin Season# #RWA
