"AI capex is now a national security concern." Hyperscalers will eventually exhaust the ability to finance from free cash flow and turn to commercial bank balance sheets. Bank lending has a multiplier roughly three times larger than central bank lending. The result is a credit creation cycle that, in Hayes' view, exceeds the credit destruction risk from AI displacing labor. Bitcoin is his monetary hedge.

Big week for the $BTC miners turned to AI compute: $HUT +29% $IREN +29% $CIFR +15% $CORZ +12% $WULF +7% Hut 8 - New HPC deal with hyperscaler tenant IREN - New deal and partnership with Nvidia Cipher Digital - Third AI HPC lease Core Scientific - Expanded to 1.5 GW in Oklahoma TeraWulf - Expects Kentucky site leased in Q2 2026

🚨 Major shift in the technology sector 🚨 OpenAI, Anthropic, and Google are implementing enterprise AI solutions. Anthropic has created a firm valued at $1.5 billion USD. OpenAI is seeking to raise $4 billion USD for its new project. Traditional IT firms face a potential disruption to their business model. Agentic AI can automate tasks and displace human labor. The future of outsourcing is being redefined amid these advancements.

$81K AND INSTITUTIONS AREN'T LEAVING. 90% of execs report zero AI layoffs. That's the same macro rotation that brought $BTC from magic internet money to global reserve asset. AI absorbing labor fears. Capital flowing into hard assets. Smart money already positioned. Retail still skeptical. We bid. #BTC #Bitcoin #Crypto

🏆 Top 10 Ativos Mais Valiosos (Global) 🥇 Gold - $32.843 T 🥈 NVIDIA - $5.230 T 🥉 Alphabet (Google) - $4.810 T 4. Silver - $4.550 T 5. Apple - $4.308 T 6. Microsoft - $3.083 T 7. Amazon - $2.933 T 8. TSMC - $2.135 T 9. Broadcom - $2.035 T 10. Saudi Aramco - $1.753 T A inércia no topo do ranking reflete um estágio de maturação onde a hierarquia de valor se consolidou, ignorando ruídos de curto prazo. A ausência de trocas nas posições sinaliza convicção institucional e baixa inclinação a um sell-off imediato. Enquanto os gigantes de semicondutores e Big Techs sustentam o valuation, o Gold mantém seu prêmio de soberania, ancorando a estabilidade do ecossistema global. #GlobalMarkets #Investing #MarketCap

TotalEnergies just switched on Pangea 5. Its new AI supercomputer that’s 6x more powerful than the last one. It’s built to chew through massive datasets for three things: 1. Seismic imaging : spotting oil and gas reservoirs faster and with way more detail, so they drill fewer dry holes. 2. Energy modeling : simulating grids, wind/solar output, and hydrogen/CCS projects to plan the energy transition. 3. AI research : training big models in-house for everything from exploration to carbon tracking.

Trump Media (TMTG) reports Q1 2026 net loss of $405.9M, largely due to digital asset declines ($368.7M). Despite loss, company has $2.1B in financial assets & positive operating cash flow ($17.9M) for the 4th straight quarter. TMTG holds 9,542 BTC.

Microsoft just committed to buying 20 years of electricity from Three Mile Island to power chatbots. They renamed it the Crane Clean Energy Center because branding matters when you need public support. Your mortgage is 6.37%. Your electricity bill went up again this year. You are told to conserve energy and turn off lights. Meanwhile, massive corporations lock in decades of power at negotiated rates while residential customers pay variable retail prices that only go one direction. This is how the system works:long-term certainty for those who can afford to negotiate it, short-term volatility for everyone else. You are not imagining that the game feels rigged. Most accounts are selling courses or farming engagement. I'm giving you the structure behind the news. If you're still not following, you're leaving money and clarity on the table. ⚡

$SPX sector valuations are painting a pretty clear picture right now. Consumer Discretionary, Industrials and Tech are trading at the richest forward P/E multiples in the market. Meanwhile: • Energy still the cheapest sector • Financials trading below market average • Defensive sectors quietly getting re-rated again So capital is still heavily paying up for growth and AI exposure… while a lot of old economy/value names remain relatively ignored. That divergence keeps getting wider.