carli

[Mario Nawfal @MarioNawfal]

The AI boom is turning into one big circular money machine.

Nvidia is helping round up to $500 billion from the likes of Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR to fund the AI buildout.

Meanwhile the same tight circle (Nvidia, OpenAI, Microsoft, Google, Amazon, Broadcom) keeps buying from, investing in, and selling to each other.

AI-linked bonds have already jumped from $2.4 billion in 2020 to $15.5 billion last year.

If the demand is really that strong… why does the whole ecosystem keep having to fund itself just to keep expanding?

Source: @GlobalMktObserv / Writer: Lynn

[carli @ssolrac21]

@tctelevision Caa1 sin embargo es todavía muy mal, pero la dirección es la que cuenta! Si sigue subiendo el rating eso va a fortalecer inversiones extranjeras. No hay nada más transparente que los mercados, para ver si una economía/país está avanzando. Ecuador está en el camino correcto!

[*Walter Bloomberg @DeItaone]

ELON MUSK: "WORK WILL BECOME OPTIONAL"

At the U.S.-Saudi Investment Forum, Elon Musk declared that advanced AI and robotics will make everyone wealthy and eliminate poverty.

Sitting alongside Nvidia CEO Jensen Huang, he predicted: "Work will become optional."

Musk highlighted Tesla's humanoid robot Optimus, saying one day "everyone will have one."

[Wintermute @wintermute_t]

Liquidity drives crypto cycles, and now, the money has stopped flowing in

Stablecoins, ETFs, and DATs have grown from $180B to $560B since early 2024, but momentum has slowed

Capital is rotating internally, not entering fresh → rallies die fast and breadth keeps narrowing

[The Kobeissi Letter @KobeissiLetter]

The trillion dollar question:

How will we generate enough energy to power all of these AI deals?

The US Department of Energy says US data centers will use 325,000–580,000 GWh of power per year by 2028.

That’s equivalent to the power used by ~40 million homes, all on JUST data centers.

Currently, nuclear power is viewed as the only solution to the impending power shortage.

The average nuclear produces power plant can produce 8,000 GWh per year.

In other words, we would need ~73 plants new to power 580,000 GWh data centers.

However, here is the problem:

The US has added 2 nuclear reactors since 1995 and it takes over 10 years to build one.

Reaching the required energy output by 2028 seems close to impossible at our current rate.

Something must change.

[Eric Balchunas @EricBalchunas]

$IBIT a hair away from $100 billion, is now the most profitable ETF for BlackRock by a good amount now based on current aum. Check out the ages of the rest of the Top 10. Absurd.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

US tariff revenue surged +300% in July 2025, bringing in a record $29.6 billion in ONE month.

At this pace, tariff revenue could exceed $350 billion PER YEAR through President Trump's term.

What does it all mean? Let us explain.

(a thread)

[Bitcoin Archive @BitcoinArchive]

HUGE day for Bitcoin news:

🇺🇸 Trump signs executive order allowing BTC in 401(k)s ($9T market)
🇺🇸 Trump signs executive order to stop debanking Bitcoin
👀 Trump elects Bitcoin supporter for Fed board
🏪 Sheetz now accepts BTC w/ 50% off
🇬🇧 Bank of England cuts rates to 4%
📉 93% chance Fed cuts in September

Adoption and liquidity are accelerating. 🔥

[The Kobeissi Letter @KobeissiLetter]

This is not a "normal."

We have reached a point where Bitcoin is moving in a literal STRAIGHT-LINE higher.

Rates are rising, the USD is down -11% in 6 months, and crypto is up +$1 TRILLION in 3 months.

What's happening? Bitcoin has entered "crisis mode."

(a thread)

[carli @ssolrac21]

@arkham Rip:D

[matthew sigel, recovering CFA @matthew_sigel]

The natural course for Bitcoin remains higher, driven by persistent U.S. debt and deficit problems, demographic tailwinds, a weakening dollar, growing momentum around Fed rate cuts, and the potential for a new Fed chair next year.
While the House gears up for Crypto Week, we see stablecoin legislation as the most likely to pass because fintechs, banks, and internet firms are already racing to launch dollar-backed tokens.
Meanwhile, Bitcoin treasury companies are buying more Bitcoin than ETFs this year, signaling deepening institutional demand and wide-open capital markets, as investment banks begin to aggressively direct capital to this sector.
Regardless of whether broader market structure reform advances, we think $180,000 Bitcoin is very much in play for 2025 🚀

[MartyParty @martypartymusic]

US Senate passes Big Beautiful Bill

[Solana @solana]

JUST IN: Tokenized stocks are now live on Solana.

With @krakenfx and @xStocksFi, 55+ U.S. equities like TSLA and NVDA can now be traded on Solana - fast, global, self-custodied.

Internet capital markets, powered by Solana

[Nate Geraci @NateGeraci]

.@ricedelman, who founded $300bil investment advisory firm Edelman Financial Engines…

Recommends *40%* crypto allocation for aggressive investors.

10% for conservative.

Says owning crypto is no longer a speculative position; failing to do so is.

Look at these takeaways.

[Yano 🟪 @JasonYanowitz]

Once Tether profits increase 4.5x they’ll be the most profitable bank in the world.

All while having 0.05% of the workforce.

[The Kobeissi Letter @KobeissiLetter]

The market's recovery has been truly historic:

The S&P 500 has rallied +20.4% over the last 41 trading sessions, its third-best run this century.

During the same period, the Nasdaq 100 has risen +27.3%, its third-biggest rally since 2002.

Only 2020 and 2008 haven seen such sharp recoveries over the last two decades.

As a result, the S&P 500 and the Nasdaq 100 are now trading just 2.1% and 1.8% from their all-time highs.

We have gone from a historically weak to a historically strong market in a matter of days.

[MartyParty @martypartymusic]

People - @binance and the crypto exchanges want a V shaped flush on Bitcoin to clear the longs but @BlackRock and @MicroStrategy don’t.

This is not the same market. Something will have to give.

Either the exchanges will have to carry the longs and risk insolvency or the institutions will have to deal with a markdown and lose advantage as other participants will get a shot at the discount and enter new longs in the flush.

The market has changed and someone will have to give in.

Few understand this but you as followers of this profile are very aware of this dynamic.

Be ready and prepare for both scenarios.

[₿itcoinD₳ni @Bitcoin_Dani]

Wie globale Liquidität zur Lachgaseinspritzung für Bitcoin wird.

März 2022:
M2 erreicht seinen historischen Peak.
Drei Jahre lang hat die Fed alles getan, um Liquidität zu entziehen, Zinsen rauf, QT gestartet, Bilanz reduziert.

Doch was viele nicht sehen:
Die Liquidität aus 2020–2021 ist nie wirklich verschwunden.
Sie wurde nur gebremst, nicht vernichtet.

Jetzt, im März 2025, bricht M2 wieder auf neue Allzeithochs aus.
Und das, obwohl die Fed noch nicht mal gelockert hat. Sie haben bisher nur das Tempo von QT leicht reduziert. (April 2025)

Das System atmet durch und drückt sofort neue Geldmenge in die Märkte.
Aber das ist nur der Anfang.
Denn die strukturellen Probleme sind ungelöst:
- Rekordverschuldung (36 Billionen)
- Anleihe-Refinanzierungen ( 9,2 Billionen)
- Nachfrageprobleme bei den Anleihen

Es ist keine Frage ob die Fed wieder eingreifen muss.
Es ist nur die Frage wann.
Und wenn sie es tut, wird die Liquidität nicht steigen.
Sie wird explodieren.

Und diese Flut wird sich ihren Weg suchen, in das, was nicht inflationiert, nicht kontrolliert und nicht zensiert werden kann...

BlackRock und ein paar andere zeigen schon wo die Reise hingeht.

Ps: Mai 2025 war der zweitstärkste Inflow-Monat in IBIT seit dem Start (Jan 2024)

#Bitcoin

[Mario Nawfal @MarioNawfal]

GOOGLE WARNS: QUANTUM COMPUTERS COULD CRACK BITCOIN MUCH FASTER THAN EXPECTED

Google’s latest quantum computing research just blew a hole in old encryption timelines.

It now estimates that a quantum machine with fewer than one million noisy qubits could break 2048-bit RSA encryption in under a week.

That’s 20 times faster than previous forecasts and could impact everything from bank accounts to Bitcoin wallets.

Quantum computers are not ready yet, but they are getting stronger fast.

Crypto may still be safe today, but the race to quantum-proof the system is no longer optional.

Google has already started encrypting Chrome traffic accordingly.

Source: Yahoo

[Arkham @arkham]

SAYLOR SAID HE WOULD NEVER REVEAL HIS ADDRESSES ... SO WE DID

We have identified an additional 70,816 BTC belonging to Strategy, bringing our total identified MSTR BTC holdings to $54.5 Billion. We are the first to publicly identify these holdings.

This represents 87.5% of total MSTR holdings (including assets in Fidelity Digital’s omnibus custody).