The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM
Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.
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Tom Lee in 2019 on Bitcoin: "We think the best approach for most people is to put 1% maybe 2% into BTC."
CNBC: "I still think that's CRAZY."
Morgan Stanley 2026: "We recommend 7% allocation into BTC."
Let's get after it relentlessly. - Pomp
Nothing stops this train - Alden
Have a great day. - Lavish
Endure the pain. - Romeo
Higher. - Punter
Sell 10 Deltas - Hermes
Thank you for you attention to this matter - POTUS
I hope this message finds you well - me
I’ve had a few comments asking what is “defending the mNAV”?
Best clip I could make:
h/t @IIICapital
Preparing your moat for the bear market is not popular right now - but those that prepare will survive and thrive the inevitable downturn in this sector.
$MSTR
Making #Bitcoin a strategic reserve asset is ONLY Step 1.
$BTC should also be leveraged in economic policy.
New Idea 💡
USA 🇺🇸 should be collecting tariffs in $BTC
THEN issue #BitcoinBonds
In 2023, USA collected ~$80 Billion in tariffs.
Assuming tariffs were paid in bitcoin and were sold via bitcoin bond issuance on a monthly basis...
US gov could have raised an additional ~$400 Billion via increased Treasury sales - thats almost 10% of ALL 2023 tax revenue value!
Here's how it works:
US collects ~$6B of $BTC in tariffs in one month.
End of month US Treasury announces a Bitcoin Bond auction for $30B.
$24B gets lent to gov via 5yr UST Note @ ~4.5%
Treasury sells back the $6B of $BTC, without slippage or fees, to the bond fund.
US gov turns each months $6B of tariffs into $30B of inflows.
For the lenders:
Over the course of 5 years...
$24B in 5yr UST matures at a value of $30B
That's why it's called a PRINCIPLE PROTECTED NOTE.
Even if the $6B of $BTC went to $0.00, the LENDER would NOT LOSE ANY PRINCIPLE loaned.
Lenders lent $30B and receive back $30B.
That means the REAL YIELD is produced by the $6B of $BTC price performance over the 5yr period:
If BTC price goes down by 50%, lender gets paid back $33B - 2%APY
If BTC price stays flat, lender gets paid back $36B - 4% APY
If BTC price doubles, lender gets paid back $42B - 8% APY
If BTC price goes 5x, lender gets paid back $60B - 20% APY
If BTC price goes 10x, lender gets paid back $90B - 40% APY
Imagine the best performing asset in the world being the low-risk lending source of yield 💸
This creates a positive feedback loop that drives value + demand:
1) Higher yields = Higher demand
2) Higher demand = more issuance
3) ⬆️ issuance = more buying $BTC
4) More buying $BTC = Higher yields
5) 🔁
There's A LOT of issues the USA 🇺🇸 faces today that can be solved with #Bitcoin Bonds
With #Bitcoin Bonds we can:
#RecapitalizeTheRepublic 🇺🇸
#MakeSocialSecurityGreatAgain
Happy to help with the "who, what, whys" of Bitcoin legislation & policy that will cement the prosperous - and thus united - destiny of #WeThePeople
These SOLUTIONS need to be presented by those who have the voice & platform to educate & bring change.
@realDonaldTrump@SenLummis@CynthiaMLummis@MarshaBlackburn@RobertKennedyJr
Land of the free, home of the brave?
DMs open 🤝