Where AI meets money. Daily takes on tech, macro, stocks, ETFs & Bitcoin.
Joined May 2010
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BlackRock tested 36 AI models on what money they'd pick. Bitcoin won 79% of the time for long-term savings. Stablecoins won 77% for payments. Fiat didn't top either list.
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AI neoclouds got crushed after the hot CPI print. CoreWeave, Nebius, IREN all sold off hard.
Higher rates make data-centre debt expensive, and Gartner says most specialised AI clouds may not survive to 2030.
What I'm watching ↓
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2/ Separating builders with real revenue from debt-heavy neoclouds is the whole game now. The rate path decides how painful this gets. #AI
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Inflation 3.7%. Nasdaq dumped. Bitcoin dipped.
If the Fed hikes again, what are you buying the dip on?
A) BTC / crypto
B) Mag7 / AI
C) Cash / T-bills
D) Sitting this one out
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Hot CPI at 3.7%. Bitcoin slips toward $82k. Markets are pricing more Fed hikes.
Energy + fiscal keep inflation sticky. Hiking into that doesn't fix the root problem.
Hard money still makes more sense than hoping rates alone fix this.
#Bitcoin
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BTC back above $83k and whales are stacking again. Saylor says bull market. Dominance over 60%.
If you're still waiting for a deeper dump, the on-chain data isn't on your side.
What's your first move if we hold $80k? #Bitcoin
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Three new AI agents promise to run your life: Meta's Muse, OpenAI's Dots and Grok Bot. They don't just answer questions, they do the work. Here's how they compare
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Grok Bot: always-on agents with their own computer and browser. You can run several bots for different jobs, set them on schedules, and they read X natively. That makes it great for staying on top of trends and news.
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If AI agents become the biggest spenders online, what does that mean for BTC? Bullish, or overhyped?"
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Mythos by Claude just raised the bar.
The biggest strengths:
• Deep long-context reasoning without losing coherence
• Cleaner, more human writing style
• Stronger coding + architecture thinking
• Better memory across complex workflows
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Jas Brar | AI & Markets retweeted
@airindia passengers of AI309 Melbourne-Delhi flight deserve transparency. Please provide an immediate update on safety checks & next steps. Keeping people locked inside for more than 2 hours without clarity is unacceptable. @DGCAIndia
Jas Brar | AI & Markets retweeted
NEW: THE MOMENT BILLIONAIRE MICHAEL SAYLOR MADE JORDAN PETERSON UNDERSTAND #BITCOIN
SMARTEST MINDS WAKING UP. IT'S HAPPENING 🔥
