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 ...

coinbase isn't competing with exchanges anymore. they're building the pipes.• $500M lending in 5 months• acquired liquifi, definitive, ledn• zero-fee usdc for businesses• EU mica license secured• perps + dex in main app$91B market cap says the market gets itexchanges that don't become infrastructure become irrelevant ...

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 ...

AI and Computing Power Demand - The demand for computing power is insatiable, indicating a long runway for investment in physical infrastructure like semiconductors and cloud [1][2][3] - The expansion between Oracle and Open AI is 45 gigawatts worth of capacity, highlighting the significant energy requirements of AI development [3] - The U S is likely to lead the AI race due to its self-sufficiency and relatively cheap energy production compared to Europe and the U K [5] Energy Sector and Infrastructure - The energy sector and energy infrastructure requirements are intrinsically linked to the need for computing power, leading hyperscalers to invest in energy sources like nuclear [4] - The quest for cheaper, more efficient energy is crucial for supporting data center expansion and AI development [5] Market and Economic Factors - The jobs data is considered "Goldilocks" because of better-than-expected job numbers and a solid labor market, alongside slower wage growth [6][7] - The Federal Reserve is in no urgency to cut rates, which the market seems to prefer, valuing a strong labor market over immediate rate cuts [7] Technology Sector Performance - Technology sector exhibits strong earnings growth and benefits from productivity gains, making it an attractive area for investment [9] - Lower bond yields and interest rates, potentially resulting from future rate cuts, would particularly benefit growth areas like the technology sector [10]

Welcome back to Squawkbox. A recent report card on the nation's infrastructure gave barely passing marks for us and highlighted a glaring and growing vulnerability in everything from bridges to ports to energy to communications and beyond. Dianic explains in her continuing series on the rising risks from climate change [Music] at Fort Lauderdale International Airport.Historic rainfall turned runways into rivers, shutting it down and stranding passengers. And in New York City, extreme heat caused metal on th ...

Industry Trend - The shift from High-Performance Computing (HPC) to Artificial Intelligence (AI) is redefining infrastructure [1] - Understanding how AI workloads differ from HPC is crucial for infrastructure planning [1] DDN's Offerings - DDN is hosting a roundtable to discuss supporting next-generation AI workloads [1] - DDN offers strategies for scaling across hybrid and converged environments [1] - DDN provides lessons from the field and live Q&A with DDN experts [1] Resources - DDN encourages engagement through various platforms including LinkedIn, X (formerly Twitter), and Instagram [1] - DDN provides access to resources such as their website, product information, customer use cases, and blog [1] - DDN offers a contact option to connect with a storage specialist [1]

RT Tesla (@Tesla)Tesla has been focused on investing in manufacturing and infrastructure in the US since our inception and till the beginning of the year, we had invested ~$44B of capital expenditures. Just in the last fiscal year alone, we did ~$10B of capital expenditure and plan to invest another ~$8B this fiscal year. ...

TOM: THE NEXT INDUSTRIAL REVOLUTION IS HERE AND IT'S POWERED BY AI. THE U.S. AND CHINA MAY DOMINATE, BUT IS EUROPE READY TO CLOSE THE GAP. NVIDIA IS BETTING BIG ON EUROPE, NEW AI FACTORIES, POWERFUL CHIPS AND BOLD PREDICTIONS.THE CONTINENT MAY BE LATE TO THE AI PARTY BUT NVIDIA RECKONS IT IS CATCHING UP. THE SEAL OF ARM SAYS THE CHIPS ARE READY BUT EUROPE'S GRID IS NOT. IT THEY WON THE U.K. AND THE REST OF THE CONSONANT FACE A POWER PROBLEM. >> THE U.K. IN EUROPE, THE ENERGY NEEDS ARE NOT IN THE TENS OF MEG ...

I'm interested in what you think about the federal support of chips and the incentives to build here in the United States. Ultimately, is that what you want to see from a profit margin perspective. I think it highlights the importance of semiconductor industry as a whole, the strategic importance.But I think it's not just us, right, globally. Each country, they want to see more capacity built domestically for domestic consumption. So I think broadly speaking, it's too early to tell whether or not it's neces ...