X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2025-10-11 14:13
Market Trends - Market is dominated by bubble talk [1] - Growing "debasement trade" as institutions allocate to Bitcoin and gold [1] - Macro forces are shaping the markets [1] AI & Technology - A $7 Trillion AI infrastructure boom is expected [1] - AI adoption has significant impact [1] - Concerns exist regarding AI job displacement and potential market corrections [1] - Humanoid robots are on the rise [1] - Outlook focuses on compute, power, and the market [1] Finance & Investment - Credit events and private credit risks are being monitored [1] - The debasement trade is driven by allocations to gold and bitcoin [1]