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.
he’s coming for your stack, saylor. it’ll be a matter of national security.
i’m all for this, if it happens.
saylor’s total stack % is becoming a liability.
BREAKING: The Trump Administration is investing $2 billion in quantum computing companies and will receive equity stakes in return, per WSJ.
Details include:
1. $1 billion of the package will be awarded to IBM, $IBM
2. Chip maker GlobalFoundries, $GFS, is receiving $375 million in funding
3. The rest of the companies will receive $100 million each, except for startup Diraq, which is slated to get $38 million
4. Multiple other public companies will receive funds including D-Wave Quantum, Rigetti Computing, and Infleqtion
Trump's next big bet is on quantum computing.