Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.
@samlambert Hey @samlambert β I own https://t.co/Y7HF9Gu5kv. Given where PlanetScale is headed with Neki and sharded Postgres, thought it was worth a direct message. Happy to chat if there's interest.