๐ฅ Just 17 US companies now carry a combined value of roughly $35T.
That includes public market caps plus private/implied valuations for SpaceX, OpenAI, and Anthropic.
$35T is:
โข ~47% of the entire US stock market (~$75T)
โข ~109% of annual U.S. GDP
โข ~24% of the total global stock market (~$150T)
So 17 American ๐บ๐ธ companies are now worth almost half the US market and nearly a quarter of the entire worldโs public equity value.
This is not normal concentration.
The market is saying the next economic stack is being priced around AI, compute, memory, cloud, autonomy, frontier models, and private space infrastructure.
Long USA.
Long AI.
Long BITCOIN & Crypto.
BREAKING NEWS: $BMNR preferred -> BMNP
PT: $100 (within 18 months)
- BMNR is moving from common-equity ATM funding toward a Saylor-style capital stack, but at a much smaller and cleaner scale
- Gross potential raise: $300M
- Annual cost to service: < $30M
- Russel 1000 PASSIVE rebalance/flow: >$200M
- Total firepower: >$500m
- ETH at the bottom, so timing may turn out to be "lucky"
- BMNR is evolving from:
ATM-heavy ETH acquisition
to
ETH treasury staking yield + capital structure arbitrage vehicle (like STRC, SATA)
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.
Capitulation bottom. Why? The 24h volume never was this high in prior sell offs. Calling it the bottom or within a single digit %
Don't think we will break:
$BTC 60k
$ETH 1600
$SOL 60
@citrini What it means for the Korean economy and people when Samsung and SK Hynix are about to pay $430 BILLION in taxes in FY26-28.
That's half the Korean public debt.
๐จ BREAKING: The Clarity Act is now eligible for a full Senate floor vote.
CONNECT TO CONGRESS! Tell your Senator to pass The Clarity Act. Your voice matters now more than ever! ๐
https://t.co/GzHabguvh1
@alojoh The question is besides mispriced data centers what else can 3-7X on this trillion dollars capex boom?
The mega caps can double, sure. But, why take all the risk for a max 2X which may not even materialize.
Google is reportedly planning to sell up to $80B in new shares to fund growth, with Berkshire Hathaway said to be considering a $10B investment in $GOOGL.
@eddyluxe_ At least we made equally broke friends along the way
Jokes aside, Crypto will have even bigger upside with more volatility in the coming quarters and years
Lots of multi millionaires to be minted
๐๐
Last 30 days. Double your money with known AI related names. $WYFI and $KEEL (formally called BITF Bitfarms)
PS: still extremely undervalued: $CLSK $BTDR
Useful metaphor:
AI is not SaaS.
AI is not a luxury product.
AI is a utility layer: like electricity, internet bandwidth, & running water.
The cheaper intelligence gets, the more demand expands.
First we automate tasks. Then workflows. Then companies. Then entire systems.
There is no end of demand for the next 50 years.
The demand for AI will never saturate. It goes pretty much to infinity. Just like electricity didn't plateau after lighting homes.. it powered elevators, refrigerators, radios, and eventually everything.