@CoinMarketCap Central banks are voting with their balance sheets. Gold overtaking Treasuries says a lot about how countries are thinking about reserves, inflation, and geopolitical risk.
@FT The AI race isn't just about data centers anymore. If AI agents become mainstream, NVIDIA wants to power every layer of the stack, from the cloud to your laptop.
@FT Oil inventories at a 22-year low and crude is still relatively contained. Either the market thinks this is temporary, or it's underestimating how tight supply has become.
@elonmusk Grok Voice topping customer service benchmarks is more important than most people realize. The next AI battleground isn't chat, it's who can replace the most call center labor while keeping customers happy.
@techdevnotes@elonmusk People focus on AI models, but voice agents are where AI starts replacing actual labor. This partnership puts Grok directly into that workflow.
@zerohedge Hock Tan basically just said the AI trade is still infrastructure-first. CPUs, GPUs, networking and virtualization are getting paid. The software monetization story hasn't arrived yet.
📉 $STRC is down to $94.82 today.
Peter Schiff argues this creates a negative feedback loop: lower price → higher yield → higher distributions → more pressure on $MSTR → potentially more $BTC sales to fund those distributions.
Is the market ignoring a real risk here? 🤔
@Cointelegraph The World ID use case is interesting because verifying humans online could become increasingly important as AI agents start operating alongside real people across the internet.
The question is whether that growing adoption ultimately translates into value for the $WLD token.
@aleabitoreddit $AVGO basically said AI demand remains insatiable, networking demand is booming, orders are visible through 2028, and custom AI chips for $META, OpenAI and Google are still ramping.
Bullish read through for $AVGO, $MRVL and $LITE despite the post-earnings selloff.