Bitcoin Chan ⚡

[Bitcoin Chan ⚡ @BitcoinChan21]

"The root problem with conventional currency is all the trust that’s required to make it work. The central bank must be trusted not to debase the currency, but the history of fiat currencies is full of breaches of that trust."
- Satoshi Nakamoto

[Bitcoin Chan ⚡ @BitcoinChan21]

@aleabitoreddit https://t.co/PiHPgZvFAq

[Bitcoin Chan ⚡ @BitcoinChan21]

@aleabitoreddit https://t.co/sGxeFKI1EJ

[Anders Storm @StormDirac]

EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK.

https://t.co/k9EMCinhs5

It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle?

My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B?

EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers.

So what did Mr. Richard Schatz say:
"There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz.

Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops.

Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on.

Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame.

To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money...

This article also gives insight to how Swedish retail trades in the stack via Avanza.

https://t.co/Br20JkPHHd

[Bitcoin Chan ⚡ @BitcoinChan21]

@BitQua @Keeponkeepyups @BitQua Do you expect $MSTR to outperform Bitcoin in the current cycle?

[Elon Musk @elonmusk]

@TxCryptoSaurus

[Bitcoin Chan ⚡ @BitcoinChan21]

@asjwebley Bitcoin is low time preference asset.

[Bitcoin Chan ⚡ @BitcoinChan21]

@Vivek4real_

[Bitcoin Chan ⚡ @BitcoinChan21]

@QuintenFrancois Buy low, sell high.

[Bitcoin Chan ⚡ @BitcoinChan21]

12/ Bitcoin is the exit.
Bitcoin is the savings technology.
Bitcoin is the hardest money humans have ever created.
That is why it matters.

[Bitcoin Chan ⚡ @BitcoinChan21]

1/ Why Bitcoin matters:
The world is still dealing with war, inflation, debt, and money printing. In that environment, Bitcoin is not a “nice to have.” It is a necessity.

[Bitcoin Chan ⚡ @BitcoinChan21]

11/ The world keeps proving Bitcoin right.
The more chaos, the more people understand why sound money matters.