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AI, Tech, Bitcoin, Crypto, Markets — and the signals that matter
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The Compute Crisis: Why Structural Semiconductor Shortages Mean Bitcoin Becomes Infrastructure, Not Speculation
Jordi Visser and Anthony Pompliano on AI inflation, supply-driven economics, and why the software abundance cycle is over. A regime shift that rewrites the playbook.
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AI Doesn't Take Your Job—It Makes You the CEO. But Only Within Trusted Tribes
Balaji Srinivasan on why the internet is becoming like the Chinese internet, and what that means for work, privacy, and the future of AI collaboration.
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The Fiscal Trap: James Lavish on Why Bitcoin Is the Only Rational Exit From a Debasing Dollar
James Lavish — 25 years on Wall Street, COO of a $26 billion fund — argues the U.S. fiscal position is mathematically terminal. Here's why Bitcoin is the only rational exit.
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PTL Signal: Simon Dixon on Government Capture, Bitcoin, and Individual Sovereignty
Simon Dixon argues governments are fully captured by the financial industrial complex — and that self-custodied Bitcoin is the only real exit. Here's what landed.
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Tesla's Distributed Brain: Why FSD 14.3 Is Just the Beginning of a Planetary-Scale AI Network
FSD 14.3 isn't just another update. Tesla analyst Cern Basher explains why it marks the beginning of a planetary-scale distributed AI network spanning vehicles, robots, and space.
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The Dozen Doublings: Why Salim Ismail Says We're Choosing Between Star Trek and Mad Max
A dozen technologies are simultaneously doubling in capability while costs collapse toward zero. Salim Ismail argues this forces a civilizational choice: Star Trek or Mad Max.
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The Unwind: Why Jordi Visser Says We're in a Stagflationary Bear Market
Jordi Visser isn't predicting a normal cyclical correction. He's arguing we've entered a stagflationary regime where Fed policy paralysis, AI disruption, and a 17-year credit unwind are converging — and traditional portfolios are failing.
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The Fed's Trap: Why Jordi Visser Says Bitcoin Wins When Policy Fails
Jordi Visser argues the Federal Reserve has lost the ability to fight inflation — trapped by debt levels that make the 1970s look like a golden age of fiscal discipline. Here's what that means for Bitcoin.
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The Regime Shift Nobody's Talking About: Why Jordi Visser Says We've Left the QE Era for Good
Jordi Visser isn't predicting a recession. He's arguing something far more consequential: we've permanently exited the QE era, and most investors haven't adjusted because they don't realise the game has changed.
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The Terrafab Gambit: When 50x Compute Meets the End of Human Driving
Peter Diamandis, Dave Blundin, Alex Wiesner-Gross, and Salim Ismail unpack Elon's 1-terawatt compute play, the death of human driving, terminal value collapse, and machines that design machines.
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Physical AI Is Coming To Healthcare — And It's Closer Than You Think
Humanoid robots are moving from factory floors into hospitals and aged care. The WHO projects a 10–15 million healthcare worker shortage by 2030. Here's why physical AI is the only answer that scales.
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Why Oil Is Screaming 'Buy Bitcoin' — And the Smart Money Is Listening
Oil broke down when every conventional analyst had $120+ penciled in. Stablecoins are flipping the payment infrastructure. AI agents are about to transact trillions on crypto rails.
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Why Wall Street's Frozen While the Market Burns
The S&P broke its 200-day moving average. Credit is deteriorating. Analysts are paralysed by tariff PTSD. Jordi Visser explains what's really happening — and how to position.
Read more → Stagflation 2.0: Why Jordi Visser Thinks This Is the 1970s With an AI Twist
Silver up 60%. Oil up 60%. DRAM up 500%. Jordi Visser sees a multi-year commodity supercycle colliding with AI deflation — and Bitcoin in the middle of it all.
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The Humanoid Robot Inflection Point: Why This Is Happening Faster Than Anyone Thinks
Humanoid robots are no longer a future concept. BMW has them on production lines. Tesla is converting factories to build them at scale.
Read more →Jordi Visser's Turbulence Model and Why the Next Rally Starts in Private Credit
Jordi Visser has identified the exact mechanism that could trigger Bitcoin's next major supercycle — hiding in a place most crypto investors aren't looking.
Read more →Get the Signal. Skip the Noise.
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