X @CoinMarketCap

1/CMC Asset Watch: The Market Stopped Marking the AI Bill and Started Marking the ReceiptsThree prints inside one week answered whether the capex converts into revenue: Azure +43% and past $100B, AWS +36.7% against a $496B backlog, Palantir +93% with US commercial +149%. After that the whole board sorted on one axis. Assets with a claim on the AI revenue line went up. Assets without one did not. ...