SOP's should be boring and predictable. Deviation invites unnecessary risks. Stick to a trusted process.

The liquidity highway will unify all private assets & liquidity; reducing intermediation, democratizing access, and removing opaqueness.

High signal charts for #Bitcoin: 1) Hashrate (ATHs) 2) Liquidity depth (ATHs) 3) Price (Near ATHs) The flywheels continue to accelerate.

Still time to embed with AI before we see the multi GW clusters. Not much time though.

Capital inflows drive price, so this could easily dwarf ETF inflows assuming it gets through the guidance & structuring periods without long delays. The highlights: • WH EO expected to allow 401(k)s access to private equity, real estate, crypto & other alts • Opens door to

Look what institutions did in the housing market -- Now imagine what they'll do with an asset with a fixed supply and a large % of the available float diminishing over time with no replacement. Bullish.

The robots are coming. Enhanced spatial awareness = enhanced utility

Web3 has a developer gap as highlighted by the annual developer reports by Electric Capital ⚡️ & Avichal - ElectricCapital Now anyone can build and deploy secure daaps using a powerful AI stack in a fraction of the time & cost of traditional development cycles. dAppable enables anyone to

I've been patiently waiting for this to become a global understanding for many years. Flexible loads (Bitcoin miners are perfectly suited for htis) = +EV to the grid, and deals can be structured that a % of the proceeds from the grid managed services goes back into expanding /

Convergence of public <> private markets is happening. Secondary market liquidity is now the second fastest growing market segment outside of private credit. All assets will be collateral. The liquidity highway.

Won’t be long until the co-location of Bitcoin miners and AI compute are seen as the most +EV infrastructure asset to invest in for institutional capital globally. 🫡 Grid managed service companies will win, and unlock access to massive parcels of energy to deploy both forms

Digital labor needs housing too. This is what it looks like.