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.
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 ↓
2/ Separating builders with real revenue from debt-heavy neoclouds is the whole game now. The rate path decides how painful this gets. #AI
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
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
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
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
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.
If AI agents become the biggest spenders online, what does that mean for BTC? Bullish, or overhyped?"
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
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 🔥
