
Articles
Economics · Investing
Why Bitcoin Gets Stronger As AI Wins
AI keeps lowering the cost of producing almost everything. A heavily indebted financial system cannot comfortably let that show up as broad deflation. Bitcoin is what sits between those two forces.
Read the article
Featured Categories
Popular Articles


Built to grow: 12 companies and FY2026e revenue growth
Multiples don’t re-rate when the business changes


The neocloud stack: three layers, three different trades
IREN’s Mystery AI Customer Is Real – Patience Matters
IREN’s mystery customer should be treated as undisclosednot imaginary. The company says a leading frontier AI lab signed a new,

IREN’s dilution just became optional
$IREN dilution just went from mandatory to optional. That’s the headline nobody wrote from tonight’s call. The receipts: $6.5B of
Could IREN’s Mystery AI Customer Be OpenAI?
Could the $IREN mystery leading frontier AI lab that signed a new multi-year AI cloud contract be OpenAI or Anthropic?
IREN: $1B ARR today, 2026 capacity sold out
$IREN just reported $1B of ARR operating today, $4B contracted for year-end, and 2026 capacity sold out. New contracts are

Bitcoin stress test for the treasury companies
Bitcoin crashed 50% and just recovered 25% in three weeks. Perfect stress test for the treasury companies. Worth studying who
Compute is revenue: Jensen just made it official
🚨 Ten days ago I posted that the world is structurally short compute. Tonight Jensen made it official: "compute is
Compute Is Revenue: Why AI Infrastructure Demand Is Still Accelerating
Ten days ago I wrote that the world is structurally short compute. Jensen Huang just made the case in plain
The Fed Is on a Tight Rope
The Fed is on a tight rope. The best choice is to drastically cut rates since they are losing the
Agree on the direction. Another point -> the gap isn’t sitting still.
the gap isn’t sitting still.” /> Agree on the direction -> the gap isn’t sitting still. When expectations come down
The Fed Can Tighten Without Hiking
The Fed does not have to hike to tighten. It can keep the policy rate unchanged while expectations fall and
Core PCE Gives No Reason for a Rate Hike
Core PCE is still elevated, but the latest details do not point to a rate hike. Inflation is not fully
The Chair Changes the Answer: Why Policy Depends on the Hat
The chair changes the answer. Stanley Druckenmiller is second to none on macro, but an investor optimizing for one variable