Value investing at the intersection of AI compute & crypto. Tracking the Aschenbrenner thesis, macro rails, and digital infra.
Vancouver, British Columbia
Joined April 2025
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Compute Capital ⚡️ retweeted
🔥 Signed Helmet Giveaway! 🔥
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Just bought some $CIFR at $17. Seemed too good to be true, should be a quick and easy flip around $25 for 50%
Everyone is arguing about which AI chatbot or application layer wrapper will win.
They are missing the entire game.
The multi-trillion dollar trade isn't software. It’s physical compute and raw grid power. A thread on why the infrastructure bottleneck changes everything. 🧵👇
When a hyperscaler needs 500 megawatts yesterday to power a cluster, they don't wait five years for a new utility substation. They go to asset owners who already have the power purchase agreements (PPAs) locked down.
Asset ownership is the ultimate moat.
At @ComputeCap, we focus strictly on the value equation of tech infrastructure, compute scaling, and digital assets.
If you want to track how capital flows where the silicon meets the grid, hit follow.
What's your take on the power bottleneck? Drop your thoughts below. 👇