@Ronangmi
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bottleneck trade has been about being in the 'token stream'View quoted post on X
vendors/infra are upstream of model performance but with weak bargaining power
if enterprises demand greater efficiency, vendors/infra are well positioned to create a new token stream with stronger bargaining power
I don’t have a ton of predictions for 2027 aside from one main thesis which is that “cryptocurrencies” are fucking back. And i’m not the only one feeling thatView quoted post on X
Not crypto. Not blockchain. Not “crypto enabled” or whatever bs. Cold ass cryptocurrencies It means that we’re prob entering a new phase where it’s worth taking a shot at Bitcoin. The king isn’t untouchable anymore, not in the sense that it will fade away but the alternative SoV pie will grow tremendously to insure against it’s weaknesses Tbh nothing else matters to me in 2027. Shorten your watchlist. Back to the roots. If you want me to be more specific i believe that $XMR flips $HYPE and $ZEC flips $XRP LGW
Risk/reward of shoving 25% of Fairshake budget into anti-Sherrod ad campaign feels weak and poorly timed IMO
Republicans already outspending dems by $30m in Ohio, Sherrod was in office for 18 years…they’ve already heard everything to hear about this guy. If you are to spend, activating republican base would go further than advertising
‘Bipartisan’ approach is great on paper but taking a big shot here due to republican pressures feels short sightedView quoted post on X
