wall st deploying parallel infrastructure on eth/sol. they're playing both sides ...

markets obsessing over pump and dump while real alpha is in infrastructure• base chain: 8.7m active addresses, 168% worker growth• infinex: 591m weekly volume, new eth/btc pairs• cross-chain yield wars heating upattention follows liquidity. liquidity follows infrastructure ...

Natural Disaster Preparedness & Response - Texas legislature is expected to revisit a $500 million package for early detection and warning systems following natural disasters [1][2][4] - Texas has experienced more federal disaster declarations since 1980 than any other state in America, ranging from flash floods to hurricanes [2] - The speaker advocates for proactive preparation and infrastructure development to mitigate the impact of natural disasters, arguing it's more cost-effective than reactive responses [7][8] - The speaker mentioned the need for better adaptation and mitigation strategies in response to a changing environment [4] Recovery & Federal Assistance - Debris cleanup from the Guadalupe River disaster is estimated to take several months, if not years, potentially inundating all landfills in Texas [9][10] - There are still over a hundred people missing a week after the event, highlighting the ongoing search and rescue efforts [12] - The speaker advocates for reorganizing FEMA and streamlining disaster recovery processes by consolidating federal agencies and cutting bureaucratic red tape [14][15] - Rebuilding a home after Hurricane Harvey required over 16 permits, suggesting the need for block grants to states, counties, and cities to expedite the recovery process [16] Infrastructure & Mitigation Examples - The speaker advocated for the largest storm surge barrier in American history [5] - New Orleans successfully implemented swinging levees after Katrina, protecting the city from Category 3+ storms [5] - The Blanco River Authority allocated funds for an early detection system after the Wimberley storms in 2016 [4]

Study Overview - CNBC is conducting its 19th annual study to determine America's Top States for Business [1] - The study uses a methodology crafted in 2007, evaluating states based on 10 categories of competitiveness [2] - The weighting of these categories changes yearly based on what states emphasize in their marketing [2] Key Categories and Factors - Economy is the top-weighted category this year, reflecting economic anxiety and state finances [2][3] - Infrastructure is a significant factor, including sites, roads, bridges, and computing power [3][4] - Workforce remains a crucial consideration due to worker shortages [4] - Cost of doing business encompasses taxes, wages, and incentives [4] - Business friendliness includes how states support emerging industries like artificial intelligence [5] - Quality of life, technology and innovation, education, access to capital, and cost of living are also considered [5] Risks and Challenges - The study factors in risks from tariffs and federal budget cuts [3] - The reduction in federal research money impacts technology and innovation rankings [5] - High insurance costs are a factor affecting the cost of living [5] Upcoming Reveal - The top state for business will be revealed tomorrow morning on Worldwide Exchange and Squawkbox [6][7] - State rankings will be available at topstates.cnbc.com [7][8]

US-China Tech Competition & Trade Negotiations - Both the US and China are heavily investing in infrastructure (data, energy computation, and human capital) to lead in AI [1][2][4] - The US technology industry seeks a conducive environment for domestic investment, exemplified by projects like Stargate and significant investments from companies like Apple ($500 billion) and IBM ($150 billion), totaling over $2 trillion [4][5] - Trade negotiations with China involve potential loosening of export controls on semiconductors as a bargaining chip [6][8] - A year ago, China was unwilling to negotiate with the US unless export controls were lifted, but export controls are now part of the discussions [7][8] Semiconductor Industry & Export Controls - The Trump administration placed 22 chips on the export control list in April, designed to comply with China's market [9] - There's uncertainty regarding whether the Trump administration will lift these controls or further unwind Biden administration controls on advanced semiconductor equipment [9][10] - Companies like AMD and Nvidia desire continued access to the Chinese market, balancing national security interests with economic interests [11] Rare Earth Elements & Supply Chain - China uses its dominance in rare earth elements as leverage in negotiations with the US [16] - China is loosening controls on rare earth approvals but only granting licenses for six months, retaining leverage [19] - US companies applying for rare earth approvals in China face invasive questions about sensitive business information [19] Talent & AI Development - China is rapidly deploying AI talent, prompting the US to launch AI education initiatives to develop homegrown talent and attract international experts [20][21] - The US needs to attract and retain AI talent, especially first or second-generation immigrants who often start technology companies [21]

everyone's hyping ETH treasury plays but solana's quietly landing volkswagen robotaxis and $418M in RWAs• VW picked hivemapper for ADMT testing• 631% RWA user growth in 30 days• $250M circle mint yesterday• truth social ETF: 8% SOLinfrastructure beats speculation ...

btc ancient whale movements accelerating - infrastructure plays next rotation target• 80,000 dormant btc ($8.6B) moved yesterday• blackrock crosses 700k btc milestone• $40B calamos fund: "10% btc allocation"• kaito: $32.9M fees, 200k yappers active• bybit partnership = first cex integration• $11M monthly revenue vs pump's $7Mattention economy infrastructure eating institutional flow leftovers ...

Strategic Shift - Coinbase is evolving beyond a simple exchange, focusing on building foundational infrastructure [1] - Exchanges failing to adapt and become infrastructure providers risk becoming irrelevant [2] Business Expansion - The company facilitated $500 million in lending within 5 months [2] - Coinbase has acquired Liquifi, Definitive, and Ledn [2] - Zero-fee USDC transactions are offered for businesses [2] - The company has secured an EU MiCA license [2] - Perpetual futures (perps) and decentralized exchanges (DEX) are being integrated into the main app [2] Market Valuation - The market capitalization of $91 billion indicates market recognition of Coinbase's strategy [2]

You obviously have been watching the development of Oracle stocks double because they're uh getting in this business. Are they offering the same kind of thing to to a hyperscaler as you do. Uh so Oracle has its own set of products that they're offering um and they are a formidable competitor. Uh they are um uh one of the companies out there that I think that we compete with, right.um uh in terms of being able to offer infrastructure to you know the the the AI labs uh that that are um you know are are offeri ...

circle stock doing 5x vs btc proves infrastructure was always gonna outperform the actual ponzi ...