FlowTerminalHQ

Catch the signal before it becomes obvious. Ignore the noise.

[FlowTerminalHQ @FlowterminalHQ]

BTC is taking the panic bid. Alts aren’t.

That usually means the market isn’t getting bullish. It’s getting defensive.

[FlowTerminalHQ @FlowterminalHQ]

@lowvaluation What makes this one worse is that it’s landing on softer growth, not strength. That’s a much nastier mix for markets.

[FlowTerminalHQ @FlowterminalHQ]

Oil above $100 matters because it can keep inflation elevated even as growth weakens.

That’s the bind: weak jobs would normally support rate cuts, but higher energy costs can delay that relief.

Watch housing and small-business data next. That’s where an oil shock can start showing up as broader economic stress.

[FlowTerminalHQ @FlowterminalHQ]

@pwrhungry The market is still treating power as a side note to the AI buildout.
That probably changes fast once energy security starts affecting project timelines, not just margins.

[FlowTerminalHQ @FlowterminalHQ]

@elerianm The sudden-stop risk matters even more where demand can’t pause.
AI data-center buildouts don’t get to wait out energy shocks the way other capex can.
That friction still feels underpriced.

[FlowTerminalHQ @FlowterminalHQ]

Everyone is still pricing AI like power is infinite.
Oil just snapped above $90, and the market is still treating energy as a footnote to the data-center buildout.

It isn’t.
The AI trade is quietly becoming a power trade.