Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

Every asset on earth will be tradable on-chain. That's the design, not hype. Avery's framing: Aptos isn't just another blockchain - it's a global trading engine. You can trade any asset around the world. The craziest part? Crypto, commodities, pre-IPO companies, even compute and data become tradable markets. Markets... show more

Gbenro Williams

1,240 subscribers

15,289 просмотров • 3 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Trading assets. Trading compute. Trading data. Everything becomes a market. Aptos, the full stack for markets and machines, is built for all of it. Watch the full interview between Aptos Labs' avery.apt 🇺🇸 and Aptos Foundation's Alix now.

Trading assets. Trading compute. Trading data. Everything becomes a market. Aptos, the full stack for markets and machines, is built for all of it. Watch the full interview between Aptos Labs' avery.apt 🇺🇸 and Aptos Foundation's Alix now.

Aptos

17,496 просмотров • 4 месяцев назад

Assets. Compute. Data. Storage. All markets. One full stack: Aptos. Aptos Labs' Co-Founder & CEO, avery.apt 🇺🇸, with Aptos Foundation's Alix, on why Aptos is the full stack for markets and machines.

Assets. Compute. Data. Storage. All markets. One full stack: Aptos. Aptos Labs' Co-Founder & CEO, avery.apt 🇺🇸, with Aptos Foundation's Alix, on why Aptos is the full stack for markets and machines.

Aptos

27,225 просмотров • 4 месяцев назад

Blockchain is too expensive for general compute and storage. That's not a knock, it's economics. The AI economy needs something purpose-built. That's Shelby. Aptos Labs' avery.apt 🇺🇸 with Aptos Foundation's Alix on the application layer of the Aptos stack.

Blockchain is too expensive for general compute and storage. That's not a knock, it's economics. The AI economy needs something purpose-built. That's Shelby. Aptos Labs' avery.apt 🇺🇸 with Aptos Foundation's Alix on the application layer of the Aptos stack.

Aptos

22,071 просмотров • 4 месяцев назад

Vibhu on why Solana is the Netflix of finance: "The vision of Solana is one marketplace where every asset and every market live together in a single place" "I think it's basically inevitable at this point that every asset in the world will be a digital asset" "Today, Solana hosts $50B of network assets. That's a very small number relative to the global TAM" vibhu

Vibhu on why Solana is the Netflix of finance: "The vision of Solana is one marketplace where every asset and every market live together in a single place" "I think it's basically inevitable at this point that every asset in the world will be a digital asset" "Today, Solana hosts $50B of network assets. That's a very small number relative to the global TAM" vibhu

Solana

154,686 просмотров • 1 месяц назад

$BONER already drives over 2% of $HIMS volume. On the ACTUAL stock market… EllioTrades says this is the beginning of a tokenization supercycle, as companies start to realize what onchain markets can do for their stocks "Many other companies will welcome the new traders, attention, liquidity, and excitement around their assets" "We will see every asset come on the blockchain, and eventually, crypto will start to eat TradFi"

$BONER already drives over 2% of $HIMS volume. On the ACTUAL stock market… EllioTrades says this is the beginning of a tokenization supercycle, as companies start to realize what onchain markets can do for their stocks "Many other companies will welcome the new traders, attention, liquidity, and excitement around their assets" "We will see every asset come on the blockchain, and eventually, crypto will start to eat TradFi"

EllioTrades Clips

89,299 просмотров • 9 дней назад

No more vaporware. Crypto needs more examples of real-world value coming onchain, from energy and compute, to physical infrastructure. At Summit, Meltem Demirors of Crucible Capital will show how those markets become programmable and tradable. Tickets: Meltem Demirors is Founder and General Partner at Crucible, an investment firm focused on the intersection of energy, compute, and crypto. Before Crucible, she was Chief Strategy Officer at CoinShares, Europe’s largest and longest-standing digital asset investment firm, and was on the founding team at Digital Currency Group. Across more than a decade in crypto, Meltem has invested in 400+ companies and built a reputation for seeing where the industry is heading before the market catches up. Come to Summit to hear why the next phase of crypto may be more about making physical infrastructure programmable, tradable, and more resilient. Sept 16–17 | New York City

No more vaporware. Crypto needs more examples of real-world value coming onchain, from energy and compute, to physical infrastructure. At Summit, Meltem Demirors of Crucible Capital will show how those markets become programmable and tradable. Tickets: Meltem Demirors is Founder and General Partner at Crucible, an investment firm focused on the intersection of energy, compute, and crypto. Before Crucible, she was Chief Strategy Officer at CoinShares, Europe’s largest and longest-standing digital asset investment firm, and was on the founding team at Digital Currency Group. Across more than a decade in crypto, Meltem has invested in 400+ companies and built a reputation for seeing where the industry is heading before the market catches up. Come to Summit to hear why the next phase of crypto may be more about making physical infrastructure programmable, tradable, and more resilient. Sept 16–17 | New York City

Avalanche🔺

26,904 просмотров • 2 месяцев назад

This is absolutely insane… The global equities market, worth $127 trillion, is about to be tokenized. We’re about to witness the biggest transfer of wealth in the history of mankind, and most people don’t even realize it’s happening. Markets are moving toward 24/7 infrastructure, and it won’t just be equities - other asset classes will have to move alongside them. Does that mean crypto suddenly becomes a $127T market? Of course not. But it opens the floodgates for a massive source of institutional capital that previously had no direct access to this asset class. Many projects won’t benefit. Many will die. Some become the multi-trillion-dollar infrastructure that runs the global financial system of the future. Millionaires will be made overnight while 99.9% of the population won’t even realize it happened.

This is absolutely insane… The global equities market, worth $127 trillion, is about to be tokenized. We’re about to witness the biggest transfer of wealth in the history of mankind, and most people don’t even realize it’s happening. Markets are moving toward 24/7 infrastructure, and it won’t just be equities - other asset classes will have to move alongside them. Does that mean crypto suddenly becomes a $127T market? Of course not. But it opens the floodgates for a massive source of institutional capital that previously had no direct access to this asset class. Many projects won’t benefit. Many will die. Some become the multi-trillion-dollar infrastructure that runs the global financial system of the future. Millionaires will be made overnight while 99.9% of the population won’t even realize it happened.

Mark

10,545 просмотров • 6 месяцев назад

A token is easy to create. Building an actual market around it is where things get interesting. Chill,let me introduce Fusi.ng to you because crypto has made launching tokens incredibly accessible. You can come up with a name, ticker, supply and contract, and suddenly you have an asset sitting on-chain. But creating the asset is only one part of the equation. » What gives it a market? » Where does liquidity come from? » What can people trade it against? » How does the market continue working after launch? » And what happens to the economics when people actually start trading? This is the area Fusi.ng is exploring. Fusing is building an open market layer on Ethereum that brings creation, liquidity and trading together. But the most interesting part isn't simply that you can launch another token. It's what you can actually turn into a market. A meme. A creator. A community. A brand. An internet idea. Something that already has people gathered around it can potentially become an on-chain asset with a market attached. So instead of starting with: “Which token should I launch?” There's a more interesting question: “What can I fuse?” Stay with me 👇🧵

HaybitX

44,209 просмотров • 6 дней назад

Energy may be the most important asset in the world. Not money. Not data. Not tech. When it’s constrained, entire systems start to fail. We’re starting a Stronghold101 series on what this means for blockchain and beyond. First episode:

Energy may be the most important asset in the world. Not money. Not data. Not tech. When it’s constrained, entire systems start to fail. We’re starting a Stronghold101 series on what this means for blockchain and beyond. First episode:

Stronghold

14,707 просмотров • 5 месяцев назад

BREAKING: $30 TRILLION | BLACKROCK CONFIRMS THE DAWN OF A NEW CRYPTO ERA We were right about crypto. The largest asset manager on earth is telling you. This isn’t hype. Or influencers. Or speculation. The future of global market infrastructure will run on public blockchains.

BREAKING: $30 TRILLION | BLACKROCK CONFIRMS THE DAWN OF A NEW CRYPTO ERA We were right about crypto. The largest asset manager on earth is telling you. This isn’t hype. Or influencers. Or speculation. The future of global market infrastructure will run on public blockchains.

King Solomon (Ryan Solomon)

74,509 просмотров • 10 месяцев назад

𝐓𝐡𝐞 𝟐𝟎𝟐𝟔 𝐖𝐨𝐫𝐥𝐝 𝐂𝐮𝐩 𝐰𝐢𝐥𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐭𝐡𝐚𝐧 𝐚𝐧𝐲 𝐬𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐞𝐯𝐞𝐧𝐭 𝐢𝐧 𝐡𝐢𝐬𝐭𝐨𝐫𝐲. Most people will use sportsbooks. A few will discover something better. Here's why the World Cup is actually POTS MARKET Market biggest moment. Every match carries dozens of predictable outcomes, not just who wins, but scorelines, goalscorers, red cards, halftime leads, VAR decisions. Traditional sportsbooks will process billions in bets. And keep most of it. Here is the problem with sportsbooks that nobody talks about: They set the odds. Not the market. Which means the house always has an edge baked in before you place a single bet. You're not trading against the market, you're trading against a company whose entire business model depends on you losing. That's not a prediction market. That's a casino with a football shirt on. Prediction markets are different. The odds aren't set by a company. They're set by the collective intelligence of everyone participating. When millions of people put real money behind their beliefs, the market finds truth faster than any analyst, pundit, or algorithm working alone. This is why prediction markets outperform polls, pundits, and press releases, every single time. Now here's where POTS Market changes the game entirely. POTS MONEY has a dedicated sports vertical, built specifically for football, basketball, and esports. Not a generic market with a football category tucked in the corner. A tailored module optimized for the way sports prediction actually works, short windows, live data, rapid settlement. 64 World Cup matches = 64 live prediction markets. Each one open, on-chain, transparent. But the real edge is not the markets themselves. It's the capital layer underneath them. On a traditional sportsbook, every bet locks your full stake. You place £100, that £100 is gone until settlement. POTS Money changes this. The DeFi lending primitive means you can collateralize positions and optimize capital across multiple markets simultaneously, without locking up dead capital on each one. That's not betting. That's portfolio management. And then there's the AI layer. Via MCP (Model Context Protocol), you can deploy autonomous trading agents that monitor live match data and execute positions based on your pre-set strategy. Imagine this: Agent monitors possession stats in real time Detects a momentum shift at the 60th minute Auto-places a position on the next goalscorer market before the crowd even reacts 𝙏𝙝𝙖𝙩'𝙨 𝙣𝙤𝙩 𝙖 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣. 𝙏𝙝𝙖𝙩'𝙨 𝙖𝙣 𝙚𝙙𝙜𝙚 Compare the two worlds side by side: Sportsbook: ❌ House sets the odds ❌ Geo-restricted ❌ Capital locked per bet ❌ No automation ❌ Withdraw only when they allow it POTS Market: ✅ Market sets the odds ✅ Open and on-chain ✅ Capital efficient via DeFi lending ✅ AI agents execute your strategy ✅ Fully collateralized, transparent settlement One of these is built for the next decade. The other is built for the last one. The timing is not a coincidence. POTS Market launches Q2 2026, right as World Cup fever peaks globally. Q1 2026 — MVP + Polymarket integration ✅ Q2 2026 — Market Launch + DeFi lending beta 👈 we are here Q3-Q4 2026 — Skill Hub + Sub-accounts 2027+ — DAO governance + cross-chain The infrastructure is ready exactly when the biggest prediction event on earth arrives. That's timing. The 2026 World Cup will mint the first generation of serious prediction market traders. Most will start on sportsbooks. The ones who do their research will end up on POTS. From trusting the house to trusting the market. From locked capital to capital efficiency. From punting to positioning. POTS MARKET POTS MONEY, the World Cup just became a DeFi event.

𝐓𝐡𝐞 𝟐𝟎𝟐𝟔 𝐖𝐨𝐫𝐥𝐝 𝐂𝐮𝐩 𝐰𝐢𝐥𝐥 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐭𝐡𝐚𝐧 𝐚𝐧𝐲 𝐬𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐞𝐯𝐞𝐧𝐭 𝐢𝐧 𝐡𝐢𝐬𝐭𝐨𝐫𝐲. Most people will use sportsbooks. A few will discover something better. Here's why the World Cup is actually POTS MARKET Market biggest moment. Every match carries dozens of predictable outcomes, not just who wins, but scorelines, goalscorers, red cards, halftime leads, VAR decisions. Traditional sportsbooks will process billions in bets. And keep most of it. Here is the problem with sportsbooks that nobody talks about: They set the odds. Not the market. Which means the house always has an edge baked in before you place a single bet. You're not trading against the market, you're trading against a company whose entire business model depends on you losing. That's not a prediction market. That's a casino with a football shirt on. Prediction markets are different. The odds aren't set by a company. They're set by the collective intelligence of everyone participating. When millions of people put real money behind their beliefs, the market finds truth faster than any analyst, pundit, or algorithm working alone. This is why prediction markets outperform polls, pundits, and press releases, every single time. Now here's where POTS Market changes the game entirely. POTS MONEY has a dedicated sports vertical, built specifically for football, basketball, and esports. Not a generic market with a football category tucked in the corner. A tailored module optimized for the way sports prediction actually works, short windows, live data, rapid settlement. 64 World Cup matches = 64 live prediction markets. Each one open, on-chain, transparent. But the real edge is not the markets themselves. It's the capital layer underneath them. On a traditional sportsbook, every bet locks your full stake. You place £100, that £100 is gone until settlement. POTS Money changes this. The DeFi lending primitive means you can collateralize positions and optimize capital across multiple markets simultaneously, without locking up dead capital on each one. That's not betting. That's portfolio management. And then there's the AI layer. Via MCP (Model Context Protocol), you can deploy autonomous trading agents that monitor live match data and execute positions based on your pre-set strategy. Imagine this: Agent monitors possession stats in real time Detects a momentum shift at the 60th minute Auto-places a position on the next goalscorer market before the crowd even reacts 𝙏𝙝𝙖𝙩'𝙨 𝙣𝙤𝙩 𝙖 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣. 𝙏𝙝𝙖𝙩'𝙨 𝙖𝙣 𝙚𝙙𝙜𝙚 Compare the two worlds side by side: Sportsbook: ❌ House sets the odds ❌ Geo-restricted ❌ Capital locked per bet ❌ No automation ❌ Withdraw only when they allow it POTS Market: ✅ Market sets the odds ✅ Open and on-chain ✅ Capital efficient via DeFi lending ✅ AI agents execute your strategy ✅ Fully collateralized, transparent settlement One of these is built for the next decade. The other is built for the last one. The timing is not a coincidence. POTS Market launches Q2 2026, right as World Cup fever peaks globally. Q1 2026 — MVP + Polymarket integration ✅ Q2 2026 — Market Launch + DeFi lending beta 👈 we are here Q3-Q4 2026 — Skill Hub + Sub-accounts 2027+ — DAO governance + cross-chain The infrastructure is ready exactly when the biggest prediction event on earth arrives. That's timing. The 2026 World Cup will mint the first generation of serious prediction market traders. Most will start on sportsbooks. The ones who do their research will end up on POTS. From trusting the house to trusting the market. From locked capital to capital efficiency. From punting to positioning. POTS MARKET POTS MONEY, the World Cup just became a DeFi event.

KIMMY OF GOOD LIFE 😍

22,452 просмотров • 4 месяцев назад

Ok, the communist super market will save a household at max, $3 a week. And that's assuming it's run as efficiently as the most successful markets in ANZ. The reality is, they would be more expensive and be just another commie state employer.

Ok, the communist super market will save a household at max, $3 a week. And that's assuming it's run as efficiently as the most successful markets in ANZ. The reality is, they would be more expensive and be just another commie state employer.

The Salty One

12,181 просмотров • 24 дней назад

We believe the future of prediction markets is decentralised and permissionless. Anyone being able to make a market on anything. In order to do this you need AI and data you can verify and trust. This will all run on the Somnia blockchain.

We believe the future of prediction markets is decentralised and permissionless. Anyone being able to make a market on anything. In order to do this you need AI and data you can verify and trust. This will all run on the Somnia blockchain.

paul.somi

18,452 просмотров • 8 месяцев назад

NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.

NVIDIA is about to grow a new moat that has the potential to be the company’s most impenetrable moat yet: The Compute Futures Market One of the reasons why there’s so much demand for U.S. T-bills is because the market for them is incredibly deep, and large pools of capital can come in and out freely without much disturbance. That attribute is attractive, which leads to more demand for T-bills Liquidity begets liquidity Another example is what Bill Ackman is describing in the attached clip - the more valuable a company becomes, the easier it is for said company to raise capital to fund expansion, which in of itself is virtuous and valuable The same concept is going to apply to compute, and in some ways- it already is. NVIDIA GPUs are already the most financeable (in many cases the only financeable) form of compute for various parties to deploy in their data centers. But the introduction of a forward curve that facilitates financial expression like hedging takes that concept to a different level Companies who consume compute (structurally short compute) will want to be able to hedge their input costs, and companies who produce compute (structurally long compute) will want to be able to hedge their output price. The market will coalesce even more around the deepest / most liquid pools to facilitate this - which will be NVIDIA based futures (WTI Crude) This liquidity itself will become part of the value of purchasing NVIDIA equipment, it will be part of the justification to pay the “Nvidia tax”. And when the liquidity reaches a certain depth, it will be almost impossible to break - because to break it would involve coordinating between massive amounts of misaligned parties- impossible So NVIDIA, by no additional virtue or effort of their own will likely absorb another massive structural advantage that may be the most difficult advantage to overcome for any competitor out of anything that has been built so far. The rich really do get richer.

Nick Dorsey

33,944 просмотров • 2 месяцев назад

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

Solana

136,272 просмотров • 28 дней назад

One of the most successful DeFi platforms in history Morpho 🦋 just chose sqd.ai for their data infrastructure in production base:0xd4554bea546efa83c1e6b389ecac40ea999b3e78 will be one of the biggest success stories in the infra-run coming for Crypto If there's a place in Crypto that has not had a bear market it's this one

One of the most successful DeFi platforms in history Morpho 🦋 just chose sqd.ai for their data infrastructure in production base:0xd4554bea546efa83c1e6b389ecac40ea999b3e78 will be one of the biggest success stories in the infra-run coming for Crypto If there's a place in Crypto that has not had a bear market it's this one

Jesus Martinez

11,007 просмотров • 1 месяц назад

Figure just stacked the two halves of the Physical AI bottleneck a week apart. First Index: a creator network collecting real-world task video at roughly half an hour of uploads every second, across homes and workplaces in 100+ countries. That is the long-tail data you do not get from a lab teleop setup. Then Nscale: $3.5B of compute to start, intent past $6B, up to 100,000 NVIDIA Vera Rubin GPUs. Brett Adcock said they are largely constrained by data and compute. Index is the data bet. Nscale is the compute bet. Figure's own writeup says the quiet part: data alone cannot solve this. My take: Compute is a prerequisite. Collecting more data is critical. But finding the 1% of data that actually teaches the model is what compounds. Search and curation, not just capture. That's the problem we are focused on solving at Foxglove.

Figure just stacked the two halves of the Physical AI bottleneck a week apart. First Index: a creator network collecting real-world task video at roughly half an hour of uploads every second, across homes and workplaces in 100+ countries. That is the long-tail data you do not get from a lab teleop setup. Then Nscale: $3.5B of compute to start, intent past $6B, up to 100,000 NVIDIA Vera Rubin GPUs. Brett Adcock said they are largely constrained by data and compute. Index is the data bet. Nscale is the compute bet. Figure's own writeup says the quiet part: data alone cannot solve this. My take: Compute is a prerequisite. Collecting more data is critical. But finding the 1% of data that actually teaches the model is what compounds. Search and curation, not just capture. That's the problem we are focused on solving at Foxglove.

Adrian Macneil

104,588 просмотров • 23 дней назад

Tesla is a world-class execution machine that's systematically expanding into the largest addressable markets in history. • The auto business was just their first act - AI transport and AI labor are where the real massive value creation will happen. • AI Transport will be much larger than the entire traditional auto industry. • Data and network effects will create a virtuous cycle of continuously improving AI driving giving Tesla a competitive advantage. • AI labor will be biggest market of all - even AI transport is just a subset of AI labor. In summary, Tesla's true advantage is their ability to out-execute world-class competitors in massive new markets.

Tesla is a world-class execution machine that's systematically expanding into the largest addressable markets in history. • The auto business was just their first act - AI transport and AI labor are where the real massive value creation will happen. • AI Transport will be much larger than the entire traditional auto industry. • Data and network effects will create a virtuous cycle of continuously improving AI driving giving Tesla a competitive advantage. • AI labor will be biggest market of all - even AI transport is just a subset of AI labor. In summary, Tesla's true advantage is their ability to out-execute world-class competitors in massive new markets.

Dave Lee

187,984 просмотров • 1 год назад

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Milk Road AI

419,755 просмотров • 4 месяцев назад

Introducing: Advanced Data Assets™ By LayerAI 🧬 Data is used to power Big Data and AI. The increasing demand for high quality data to improve AI models will lead to new companies creating value in the global data market. The problem: current data collection methods make data fall short of its true potential. Data is limited. Building a decentralized solution where users choose to productize and earn from their data opens untapped sources of income. 🌐 Creating Advanced Data Assets™ There exists a market opportunity to create a digital blockchain-based global data marketplace. Data collected using our nodes, our native network apps, settled on LayerAI. The Advanced Data. Meet the Ecosystem that empowers users to participate in the Data Economy.

Introducing: Advanced Data Assets™ By LayerAI 🧬 Data is used to power Big Data and AI. The increasing demand for high quality data to improve AI models will lead to new companies creating value in the global data market. The problem: current data collection methods make data fall short of its true potential. Data is limited. Building a decentralized solution where users choose to productize and earn from their data opens untapped sources of income. 🌐 Creating Advanced Data Assets™ There exists a market opportunity to create a digital blockchain-based global data marketplace. Data collected using our nodes, our native network apps, settled on LayerAI. The Advanced Data. Meet the Ecosystem that empowers users to participate in the Data Economy.

LayerAI | AI2Earn

27,136 просмотров • 2 лет назад